Mark Berg is a CFP-designated registered investment advisor at Timothy Financial Counsel, INC., based in Wheaton, IL, with 25 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Level 1 Financial Plan — $3,750 - $7,500, focused on areas requested by the client with a low level of complexity, including basic tax planning, college savings, retirement contribution decisions, retirement timing, insurance sufficiency, and estate design.
- Level 2 Financial Plan — $5,625 - $11,250, focused on areas requested by the client with a low to moderate level of complexity, including tax planning strategies, college savings, multiple retirement contribution options, assessing an expected retirement date, investment analysis, and review of insurance sufficiency and estate design.
- Level 3 Financial Plan — $7,500 - $15,750, focused on areas requested by the client with a moderate level of complexity, including more advanced tax planning strategies, advanced employee benefit options, projecting an expected retirement date, small business consulting, annuity discussions, investment analysis, and review of multiple insurance policies or simple estate documents.
- Level 4 Financial Plan — $11,250 - $19,800, focused on areas requested by the client with a moderate to high level of complexity, including advanced tax planning strategies, advanced employee benefit options, pre-retirement decisions, small business consulting, annuity decisions, investment analysis, review of multiple insurance policies and moderately complex estate documents.
- Level 5 Financial Plan — $18,000 or more, focused on the areas requested by the client with a high level of complexity, including advanced tax and estate planning strategies, executive level employee benefits, early financial independence decisions, small business consulting, investment analysis, review of highly complex insurance policies or highly complex estate documents, legacy planning, or complex gifting strategies.
- Start-the-Clock Hourly Advice - Clients can bring documents and start asking questions. We provide general advice based on their situation without detailed analysis. The final cost is based on actual time involved.
Contact
Mark Berg
Location
104 E. Roosevelt Road, Suite 200, Wheaton, IL, 60187
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Timothy Financial Counsel, INC.
State Registrations2 states
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Exams
Additional Information
NAPFA Start DateNovember 26, 2001