Contact Information
Detailed Information
90/100
CFP certified +25RIA / Investment Adviser +20Fee-only fiduciary +12Retirement planning +6Estate planning +6Wealth management +6Verified profile +15
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Mark Berg, CFP, is founder and CEO of Timothy Financial Counsel in Wheaton, Illinois, one of the longest-running hourly, fee-only planning firms in the country. He has worked in fee-only planning since 1995 and built the firm around advice paid for by the hour, with no asset management or product sales. Timothy Financial advises individuals, families, and small businesses on education, retirement, insurance, estate, and investment questions. Berg is a NAPFA-Registered Financial Advisor who has served as a regional president and on the national board. His hourly model lets clients get objective advice without handing over assets, a structure he has long championed. The firm works with clients regardless of net worth.
Source: compiled from public professional records. Verify registration on the SEC Investment Adviser Public Disclosure (IAPD) database: CRD #2724564. If you are this advisor, you can claim or request removal of this profile using the links above.
Fiduciary Status
Yes (Fee-Only Fiduciary)
Languages Spoken
English
Licenses & Certifications
CFP - Certified Financial Planner
Fee Structure / Compensation Method
Hourly
Advisor SEC/CRD #
2724564