A complete list of active advisors currently associated with Berg Faircloth Investment Advisors

Warmer can help you find a great advisor at Berg Faircloth Investment Advisors or one who fits your needs even better.

Berg Faircloth Investment Advisors provides discretionary portfolio management and financial planning to individuals, high‑net‑worth individuals, pension and profit‑sharing plans, and business entities. The two‑advisor firm manages about $41 million for roughly 105 clients and primarily charges percentage‑of‑AUM fees while also offering hourly financial planning engagements. The firm applies fundamental and cyclical analysis and uses both long‑term and short‑term trading strategies, constructing portfolios to match documented client objectives, time horizons, and risk tolerances; BFIA generally requests discretionary authority to implement trades. Financial planning typically involves an initial fact‑finding meeting, a delivered written plan, and follow‑up reviews, and can address investment, tax, retirement, college, insurance, and debt/credit issues. A notable feature is the firm’s affiliation with an accounting practice that is under common control; the principal is a certified public accountant and tax preparer who may provide tax or accounting advice or products to clients, although clients are not required to use those services. Other distinguishing elements include no account minimum, the use of Schwab Institutional custody (with soft‑dollar research arrangements disclosed), and limited custody authority for direct fee deductions.

To learn more about the advisors currently working at Berg Faircloth Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.