J.P. Morgan Securities
45yrs
Top advisor by experience in Dripping Springs
24yrs
Michael Berger
Financial advisor at Optas
Michael Berger has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Dripping Springs, Texas. After five years at Wells Fargo Advisors, Michael joined Optas in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 37 advisors with offices in Dripping Springs, and one of 33 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 74% of advisors in Texas
Office15431 Fitzhugh Rd Suite 203, Dripping Springs, TX 78620
FirmOptas
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$6.56 million
Advisors at the firm5
States licensed ?1 state
Services through Optas
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowOptas, LLCCurrent firm
- 2014 – 2019Wells Fargo Clearing Services, LLCPreviously
Contact Michael
(888) 284-7139Optas main office 15431 Fitzhugh Rd Suite 203Dripping Springs, TX 78620Office · Get directions
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Optas at (888) 284-7139 and ask for Michael Berger. Michael works from the Dripping Springs, TX office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2002, about 24 years. More experience than 74% of advisors in Texas.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Optas reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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