Marc Roth
Elmwood Wealth Management · Berkeley, California
Marc Roth is a fee-only financial advisor at Elmwood Wealth Management in Berkeley, California. Marc charges a percentage of assets and hourly fees ($225 an hour and 1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Elmwood Wealth Management |
|---|---|
| Based in | Berkeley, California |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | $225 an hour · 1% a year on the first tier of assets managed · A $750,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $477.9M across 676 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1024631 |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.elmwoodwealth.com |
| Profile |
How Marc's firm compares
- The hourly rate is $225, below the California median of $300 for fee-only firms that publish prices.
- Elmwood Wealth Management's average account is about $707,000, from its Form ADV (assets managed divided by 676 accounts).
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Questions about Marc
Is Marc Roth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marc holds no broker registration, and Elmwood Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marc charge for financial advice?
Marc charges a percentage of assets and hourly fees.
How much does Marc charge?
According to Elmwood Wealth Management's website, checked October 30, 2026: $225 an hour; 1% a year on the first tier of assets managed; a $750,000 asset minimum.
Where is Marc Roth based?
Marc Roth is based in Berkeley, California.
What does Marc specialize in?
Marc's specialties include retirement planning, estate & legacy planning and tax planning.
Is Marc Roth registered with the SEC?
Yes. Marc Roth is registered as an investment adviser representative in CA (CRD 1024631), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Elmwood Wealth Management manage?
Elmwood Wealth Management reports $477.9M across 676 accounts in assets under management.
How do I contact Marc Roth?
Through Marc's website, www.elmwoodwealth.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
- Elmwood 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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