Berkshire Money Management, INC.
Dalton, MA·SEC-registered · CRD #124873
Berkshire Money Management, INC. is an SEC-registered investment advisory firm in Dalton, MA managing $1.2B across 2.4k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
2.4k
Advisory staff
8
Fee model
Fee-based
How Berkshire Money Management, INC. 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 Berkshire Money Management, INC.
How much does Berkshire Money Management, INC. manage?
Per its most recent SEC Form ADV filing (03/11/2026), Berkshire Money Management, INC. reports $1.2B in regulatory assets under management across roughly 2.4k client accounts.
How does Berkshire Money Management, INC. charge?
Berkshire Money Management, INC. 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 Berkshire Money Management, INC. a fiduciary?
Yes. Berkshire Money Management, INC. is registered with the U.S. Securities and Exchange Commission (CRD #124873), 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 Berkshire Money Management, INC. 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 Berkshire Money Management, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Dalton, MA
Profile compiled from Berkshire Money Management, INC.'s public SEC Form ADV filing (CRD #124873, filed 03/11/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Berkshire Money Management, INC.. 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 Berkshire Money Management, INC.? Claim this profile.