Jarrett Topel
Topel & DiStasi Wealth Management · Berkeley, California
Jarrett Topel is a fee-only financial advisor at Topel & DiStasi Wealth Management in Berkeley, California, who holds the CFP credential. Jarrett charges a percentage of assets, a flat fee or retainer and hourly fees (no asset minimum) and focuses on retirement planning, divorce financial planning and sustainable & impact investing.
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Specialties
Who they serve
- Retirees
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Topel & DiStasi Wealth Management |
|---|---|
| Based in | Berkeley, California |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $312.1M across 638 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, LA · CRD 4046794 |
| Exams passed | Series 66 (2000) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.td-wm.com |
| Profile |
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Questions about Jarrett
Is Jarrett Topel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jarrett holds no broker registration, and Topel & DiStasi Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jarrett charge for financial advice?
Jarrett charges a percentage of assets, a flat fee or retainer and hourly fees.
How much does Jarrett charge?
According to Topel & DiStasi Wealth Management's website, checked October 30, 2026: no asset minimum.
Where is Jarrett Topel based?
Jarrett Topel is based in Berkeley, California.
What does Jarrett specialize in?
Jarrett's specialties include retirement planning, divorce financial planning, sustainable & impact investing, tax planning and estate & legacy planning. Jarrett works with retirees, mid-life transitions and divorced individuals.
What credentials does Jarrett Topel hold?
Jarrett Topel holds the CFP credential.
Is Jarrett Topel registered with the SEC?
Yes. Jarrett Topel is registered as an investment adviser representative in CA and LA (CRD 4046794), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Topel & DiStasi Wealth Management manage?
Topel & DiStasi Wealth Management reports $312.1M across 638 accounts in assets under management.
How do I contact Jarrett Topel?
Through Jarrett's website, www.td-wm.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
- Topel & DiStasi 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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