Marc Berman is a CFP-designated registered investment advisor at Colman Knight Advisory Group, LLC, based in Acton, MA, with 21 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Tax Planning. Their firm serves 124 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Colman Knight Advisory Group provides non-discretionary investment management services. The brochure does not specify a fee schedule for investment management. Financial planning and consulting fees are charged separately.
Location
530 Great Road, Acton, MA, 01720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Colman Knight Advisory Group, LLC
State Registrations2 states
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