# Jennifer Regan

> Jennifer Regan is a fee-only financial advisor at North Berkeley Wealth Management in Berkeley, California, who holds the CFP credential. Jennifer 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.

Page: https://find.wellspent.co/advisors/jennifer-regan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm):** $829.8M across 1,502 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Sustainable & impact investing
- **CRD:** 7195958 (https://adviserinfo.sec.gov/individual/summary/7195958)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://northberkeleywealth.com/

## Frequently asked questions

### Is Jennifer Regan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jennifer 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 Jennifer charge for financial advice?

Jennifer charges a percentage of assets.

### How much does Jennifer 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 Jennifer Regan based?

Jennifer Regan is based in Berkeley, California.

### What does Jennifer specialize in?

Jennifer's specialties include retirement planning, estate & legacy planning and sustainable & impact investing.

### What credentials does Jennifer Regan hold?

Jennifer Regan holds the CFP credential.

### Is Jennifer Regan registered with the SEC?

Yes. Jennifer Regan is registered as an investment adviser representative in CA (CRD 7195958), 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 Jennifer Regan?

Through Jennifer's website, northberkeleywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7195958): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://northberkeleywealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.