# Berg Investment Planning

> Berg Investment Planning is a state-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 145121
- Filed as: BERG INVESTMENT PLANNING
- Legal name: Terren George Berg
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145121
- AdvisorCensus page: https://advisorcensus.com/firm/berg-investment-planning-145121

## Quick answers

**How is Berg Investment Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Berg Investment Planning reports these compensation arrangements: a percentage of assets under its management.

**Is Berg Investment Planning registered with the SEC or a state?**
Berg Investment Planning is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 145121.

**How much does Berg Investment Planning manage?**
Berg Investment Planning reports $42,239,995 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).

**What types of clients does Berg Investment Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (102); high net worth individuals (10).

**Does Berg Investment Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/145121

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $42,239,995
- Discretionary: $42,239,995
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $23,263,180 |
| High net worth individuals | 10 | $18,976,815 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Berg Investment Planning (CRD 145121): Form ADV filing data as of October 2026.