Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
8yrs
Daniel Berg is a fiduciary financial advisor in St. Louis, Missouri, with 8 years in the industry. Daniel joined B.E.S.t. Wealth Management in 2019, a firm offering financial planning, investment management, and retirement plan consulting. B.E.S.t. Wealth Management reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 5661 advisors with offices in St. Louis, and one of 5231 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office10880 Baur Blvd Suite 104, St. Louis, MO 63132
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$492,122
Advisors at the firm2
States licensed ?1 state
Services through B.E.S.t. Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingOther services
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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2019 – nowB.E.S.t. Wealth Management LLCCurrent firm
Contact Daniel
(314) 801-1324B.E.S.t. Wealth Management main office 10880 Baur Blvd Suite 104St. Louis, MO 63132Office · Get directions Firm websiteHTTP://WWW.BESTWEALTH.NET
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call B.E.S.t. Wealth Management at (314) 801-1324 and ask for Daniel Berg. Daniel works from the St. Louis, MO office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Daniel hold?
Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
B.E.S.t. Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel 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.
Other advisors nearby
JAG Capital Management
47yrs
Top advisor by experience at JAG Capital Management
Mutual of Omaha Investor Services
47yrs
Top advisor by experience at Mutual of Omaha Investor Services
Huntleigh Advisors
47yrs
Top 1% by experience in St. Louis
Huntleigh Advisors
47yrs
Top 1% by experience in St. Louis
Huntleigh Advisors
47yrs
Top 1% by experience in St. Louis