Marc Berman is a CFP-designated registered investment advisor at Colman Knight Advisory Group, LLC, based in Acton, MA, with 21 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 127 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Colman Knight Advisory Group does not charge investment management fees based on a percentage of your portfolio. Instead, investment management services are included as part of their comprehensive financial planning or project-based consulting engagements, which are charged on a fixed fee basis or sometimes hourly.
Location
530 Great Road, Acton, MA, 01720
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Colman Knight Advisory Group, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- David Manteau, CFA, CFPColman Knight Advisory Group, LLC
- Richard Lacross, CFP, PFSIntegrated Wealth Concepts LLC
- Jarod Bloom, CFPSechrest Financial Services
- Jeffrey Bonvallat, CFABon Investments, LLC