Brian Kozel
North Berkeley Wealth Management · Berkeley, California
Brian Kozel is a fee-only financial advisor at North Berkeley Wealth Management in Berkeley, California, who holds the CFP credential. Brian charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and sustainable & impact investing.
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Specialties
Facts
| Firm | North Berkeley Wealth Management |
|---|---|
| Based in | Berkeley, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $829.8M across 1,502 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5601007 |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | northberkeleywealth.com |
How Brian's firm compares
- North Berkeley Wealth Management's average account is about $552,000, from its Form ADV (assets managed divided by 1,502 accounts).
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Questions about Brian
Is Brian Kozel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and North Berkeley Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian charges a percentage of assets.
How much does Brian charge?
According to North Berkeley Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Brian Kozel based?
Brian Kozel is based in Berkeley, California.
What does Brian specialize in?
Brian's specialties include retirement planning, estate & legacy planning and sustainable & impact investing.
What credentials does Brian Kozel hold?
Brian Kozel holds the CFP credential.
Is Brian Kozel registered with the SEC?
Yes. Brian Kozel is registered as an investment adviser representative in CA (CRD 5601007), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does North Berkeley Wealth Management manage?
North Berkeley Wealth Management reports $829.8M across 1,502 accounts in assets under management.
How do I contact Brian Kozel?
Through Brian's website, northberkeleywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- North Berkeley Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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