B
Berry Advisors Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
38
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
38
HighAverage account size
$0
About
Berry Advisors Group, LLC serves individual and high-net-worth clients and provides asset management services primarily by referring clients to a third‑party manager under a co‑advisor arrangement. The firm itself does not directly manage client assets and reported no assets under management as of December 31, 2025.
Investment implementation follows the third‑party manager’s methodology, which uses Modern Portfolio Theory, asset allocation models that sit on the efficient frontier, and periodic rebalancing; portfolios may include mutual funds, fixed or variable annuities, and life insurance contracts. The firm assists clients with an initial risk-and-goals assessment, helps select model portfolios, and performs periodic reviews to keep client information and allocations current.
A notable distinction is that the firm’s principal is a licensed insurance agent and may offer commissionable life insurance and annuity products, a relationship the brochure discloses as a potential conflict of interest. The firm also does not take custody or exercise investment discretion, relies on Matson Money for trading and account reporting, and discloses that Matson Money provides reduced or no fees for the principal’s personal and family accounts, which could create referral incentives.
Client services
Selection of other advisers
Expertise
Annuities
Fee options
$0 - $500,000: 1.20% annually $500,000 - $1,000,000: 1.00% annually $1,000,000 - $4,000,000: 0.75% annually $4,000,000+: 0.50% annually
Main office location
Berry Advisors Group, LLC
Doylestown PA, United States
Number of offices
1
Most active in
Berry Advisors Group, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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