Berson Money Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$31,476,972
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
44
32% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
44
Average account size
$715,386
About
The firm provides individualized investment management, financial planning, and retirement plan consulting primarily for individual clients and also accepts corporate and pension or profit‑sharing plan sponsors. Its asset management services may include individual stocks, bonds, ETFs, mutual funds and options, and it offers standalone planning and ongoing consulting for employer retirement plans.
Portfolios are tailored to each client’s objectives and monitored on an ongoing basis, with the firm employing asset‑allocation frameworks and a mix of fundamental and technical analysis to guide long‑term, short‑term, and trading strategies as appropriate. The firm may engage third‑party sub‑advisors and can use options and other derivative positions within separately managed accounts to implement tactical or hedging decisions.
Compared with many solo independent advisers, the firm combines a small practice scale (roughly $31.5 million in regulatory assets under management across about 44 client relationships) with services that are less common for peers, such as pension consulting and direct work with employer plan sponsors under ERISA fiduciary standards. It also offers a broader planning scope than typical for a single‑advisor shop, including corporate and tax‑structure consulting in addition to individual financial planning.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Fee options
Up to $10,000 flat fee for financial planning and consulting services
Maximum 1.75% annually for Asset Management and Comprehensive Portfolio Management services
Up to $350 per hour for financial planning and consulting services
Account minimum: $500,000
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")