PlannerFees

Berman, Gil fees and pricing

Financial planner in Boulder, Colorado. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 6, 2026, Berman, Gil charges $450 an hour and a quarterly fee of $1,250⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$450/hr
“Berman is a fee-only adviser and most clients pay hourly fees at the rate of $450 per hour.”
Quarterly fee
$1,250⁠-⁠$10,000/qtr
“These clients pay $1,250, $2,000, $2,500, $3,000, $6,000 and $10,000 per quarter, respectively.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Berman, Gil bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Berman mails invoices for hourly charges after services have been rendered, generally on the first business day of the following month.”
  • “These clients are billed at the end of each quarter after services have been rendered.”

How Berman, Gil’s fees compare

  • Its hourly rate of $450 is above the Colorado median of $300. 89% of the 231 other Colorado planners that publish an hourly rate charge less.
  • 13 of the 13 other planners in Boulder that publish an hourly rate charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Berman, Gil

“Berman provides investment advice and financial planning services, primarily to individuals and families.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2003 (23 years).

Planning areas mentioned in the brochure

  • College planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Clients
100
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$64,374,581
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
127726
Website
gilberman.com (opens in new tab)
Phone
(303) 447-9000

Can advise clients in 2 states: California, Colorado

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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.