Fee-OnlyFinder

Financial planning in Berkeley, CA

6 advisers in Berkeley offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 6

Blume 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 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 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