Fee-OnlyFinder

Flat / fixed fees in Berkeley, CA

6 advisers in Berkeley offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 6

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 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 reported