Berger Financial Group
Plymouth, MN·SEC-registered · CRD #308174
Berger Financial Group is an SEC-registered investment advisory firm in Plymouth, MN managing $2.9B across 11k client accounts, with 57 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.9B
Client accounts
11k
Advisory staff
57
Fee model
Fee-based
How Berger Financial Group is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Berger Financial Group
How much does Berger Financial Group manage?
Per its most recent SEC Form ADV filing (03/09/2026), Berger Financial Group reports $2.9B in regulatory assets under management across roughly 11k client accounts.
How does Berger Financial Group charge?
Berger Financial Group is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Berger Financial Group a fiduciary?
Yes. Berger Financial Group is registered with the U.S. Securities and Exchange Commission (CRD #308174), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Berger Financial Group taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Berger Financial Group and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Berger Financial Group's public SEC Form ADV filing (CRD #308174, filed 03/09/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Berger Financial Group. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Berger Financial Group? Claim this profile.