Bergland Wealth Management, Inc. fees and pricing
Financial planner in Ridgeland, Mississippi. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 23, 2026, Bergland Wealth Management, Inc. charges a quarterly fee of $2,500 and an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $2,500/qtr
“The minimum quarterly fee is $2,500.”
- Annual fee
- $10,000/yr
“Fixed fees begin at $10,000 annually ($2,500 each quarter), depending on the scope and complexity of the service and the assets to be managed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bergland Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are negotiable and are paid in advance.”
- “The client may elect to have the fee debited directly from his or her account or write a check payable to Bergland Wealth Management, Inc.”
- “Wealth Management Services Bergland Wealth Management, Inc.’s fee will be billed on a quarterly basis, in advance.”
How Bergland Wealth Management, Inc.’s fees compare
- Its annual fee of $10,000 is above the Mississippi median of $4,500. 100% of the 4 other Mississippi planners that publish an annual fee charge less.
About Bergland Wealth Management, Inc.
“Bergland Wealth Management, Inc. provides personalized confidential financial planning and investment management to individuals.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 1985 (41 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 59
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and newsletters and publications
- Assets managed
- $87,435,967
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 116513
- Phone
- (601) 956-5181
Can advise clients in 3 states: Louisiana, Mississippi, Texas
Other planners in Ridgeland that publish fees
- Easley Investment Consultants, Inc.Ridgeland$300/hr
- Renaissance AdvisorsRidgeland$1,500-$3,000
- Barnes Pettey Financial Advisors, LLCClarksdale$750-$3,000
- Brick Street FinancialClinton$500/hr, $1,500-$2,500
- Caldric CapitalSeminary$200/hr
- Collaborative AdviceMadison$300/hr, $2,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.