Berry Wealth Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Berry Wealth Group, LP is an SEC‑registered advisory firm that manages approximately $274.5 million in client assets for about 332 clients and provides wealth management, investment management, retirement account advice, and financial planning to individuals, high net worth clients, trusts, estates, charities and businesses. The brochure indicates the firm operates with two advisory personnel and delivers services through account relationships custodied at a recommended broker‑dealer platform.
The firm’s investment approach is primarily long‑term and model‑driven, using low‑cost, diversified mutual funds and ETFs alongside individual stocks and bonds, and employs both fundamental and technical analysis to construct and monitor portfolios. Berry Wealth Group implements portfolios on both a discretionary and non‑discretionary basis, may use unaffiliated Independent Managers for portions of client assets, and documents that $205.0 million is managed non‑discretionary versus $69.5 million discretionary.
Noteworthy features in the brochure include the firm’s practice of advertising third‑party ratings in its materials (a relatively uncommon disclosure among peers), its institutional relationship with Raymond James that provides custody/brokerage and economic benefits, and the principal’s CFP certification plus staff who hold insurance licenses and conduct outside insurance and real estate businesses — arrangements the brochure discloses as potential conflicts of interest to be managed.
Client services
Expertise
Fee options
$0 - $999,999: 1.15% annually $1,000,000 - $5,999,999: 1.00% annually $6,000,000 - $30,000,000: 0.75% annually $30,000,001+: Negotiable
Commission-based compensation may be earned for insurance product sales by certain advisory persons separate from advisory fees.
Account minimum: $500,000 Fee-only: Fees are based on assets under management; no commissions from investment products.
Main office
920 Whitehead Dr.
Granbury TX 76048
Advisors at this office
2
Most active in
Louisiana · Texas
Also doing business as
Berry Wealth Group · Berry Wealth Group, Lp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Tanya G
Series 63, Series 65
Granbury, TX
Berry Wealth Group
Tanya Gilliam is a financial advisor with Berry Wealth Group, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She previously worked at Raymond James Financial Services in various roles from 2014 to 2023. Outside of her advisory work, she owns and operates a cattle and hay production business, Rockin Rebel Ranch. Berry Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, and individual securities, and manages approximately $242.6 million in discretionary assets across about 352 client relationships.
Michelle B
CFP®, Series 63
Granbury, TX
Berry Wealth Group
Michelle Berry is a CFP® professional with 28 years of experience in the financial services industry. She has worked at Raymond James Financial and Raymond James Financial Services, Inc. for over 25 years before joining Berry Wealth Group, LP in 2023. Berry also engages in insurance sales as a secondary business activity. Berry Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $242.6 million in discretionary assets and employs a long-term investment approach using low-cost diversified mutual funds and ETFs, with individual securities added as appropriate.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)