Fee-OnlyFinder

Advisers in Berkeley, CA

9 advisers in Berkeley — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (7)Flat / fixed fees (6)% of assets managed (8)

All advisers

Affinity Capital Advisors LLC825 Page Street · Berkeley, CA 94710 · (510) 984-0261 · Hourly feesCRD 166226 · % of assets, Hourly charges, Fixed fees · $851.3 million AUMSEC registeredNo commissions reportedBlume Capital Management, INC.1708 Shattuck Ave. · Berkeley, CA 94709 · (510) 549-3534 · Financial planningCRD 111768 · % of assets, Hourly charges, Fixed fees · $856.6 million AUMSEC registeredNo commissions reportedClayton Partners LLC3160 College Avenue, Suite 203 · Berkeley, CA 94705 · (415) 296-5070 · % of assets managedCRD 127546 · % of assets, Performance-based fees · $172.0 million AUMSEC registeredNo commissions reportedElmwood Wealth Management2027 Fourth Street, Suite 203 · Berkeley, CA 94710 · (510) 858-2722 · Financial planningCRD 165639 · % of assets, Hourly charges, Fixed fees · $477.9 million AUMSEC registeredNo commissions reportedNorth Berkeley Wealth Management, LLC1995 El Dorado Ave · Berkeley, CA 94707 · (510) 528-5820 · Financial planningCRD 136431 · % of assets, Hourly charges, Fixed fees · $829.8 million AUMSEC registeredNo commissions reportedRo2 Wealth2991 Sacramento St, Unit # 177 · Berkeley, CA 94702 · (510) 423-3203 · Financial planningCRD 335232 · Hourly charges, Fixed fees · $2.1 million AUMState registeredNo commissions reportedSasser Investment Management, INC.2907 Claremont Ave, Suite 220 · Berkeley, CA 94705 · (510) 835-0960 · % of assets managedCRD 110886 · % of assets, Other · $120.1 million AUMSEC registeredNo commissions reportedTopel & Distasi Wealth Management, LLC2907 Claremont Avenue, Suite 111 · Berkeley, CA 94705 · (510) 898-1270 · Financial planningCRD 285538 · % of assets, Hourly charges, Fixed fees · $312.1 million AUMSEC registeredNo commissions reportedWillow Grove Advisors, LLC1919 Addison St, Suite 101 · Berkeley, CA 94704 · (510) 705-1693 · Financial planningCRD 151993 · % of assets, Hourly charges · $369.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Berkeley? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.