Jennifer Regan
North Berkeley Wealth Management · Berkeley, California
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.
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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 7195958 |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | northberkeleywealth.com |
How Jennifer'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 Jennifer
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.
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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