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Todd Ernst

7 Years of Experience
Springfield, IL
1 Disclosure

Todd Ernst is a registered investment advisor at Berger Financial Group, based in Springfield, IL, with 7 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 3,800 clients with $2.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
3,800 clients
Average Client Portfolio
$776K average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees range from 0.25% to 2.25% annually and are determined on a case-by-case basis depending on asset complexity, anticipated assets, portfolio style, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4440 Ash Grove, Suite A, Springfield, IL, 62711

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History

Regulatory History (1)
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Criminal
December 2003
Final Disposition
Other Business Activities

Todd is a tax manager at Quorum Consulting, LLC, providing tax and accounting services and supervising the tax department, dedicating full-time hours. He also owns Ernst Tax & Financial Services, an investment-related DBA, and provides tax services billed through Quorum Consulting, LLC, also dedicating full-time hours.

Employment History
Current Registrations
Berger Financial Group
January 2026 - Present · 9 mos
Previous Registrations
Cetera Investment Advisers LLC
December 2021 - December 2025 · 4 yrs
Cetera Financial Specialists LLCBroker
September 2021 - December 2025 · 4 yrs 3 mos
H.D. Vest Investment ServicesBroker
November 2008 - February 2011 · 2 yrs 3 mos
State Registrations2 states
ILMN
Advisor

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
No exam information available for this advisor.
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