# Paul White

> Paul White is a fee-only financial advisor at Berkeley in Boise, Idaho, who holds the CFA credential. Berkeley reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/paul-white/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Berkeley
- **Based in:** Boise, Idaho
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $573.9M across 769 accounts
- **Credentials:** CFA
- **CRD:** 1411481 (https://adviserinfo.sec.gov/individual/summary/1411481)
- **SEC registration:** Investment adviser representative in ID
- **Exams passed:** Series 65 (2000)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.berkeleyinc.com

## Frequently asked questions

### Is Paul White a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Berkeley reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Paul charge for financial advice?

Paul's firm, Berkeley, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Paul White based?

Paul White is based in Boise, Idaho.

### What credentials does Paul White hold?

Paul White holds the CFA credential.

### Is Paul White registered with the SEC?

Yes. Paul White is registered as an investment adviser representative in ID (CRD 1411481), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Berkeley manage?

Berkeley reports $573.9M across 769 accounts in assets under management.

### How do I contact Paul White?

Through Paul's website, www.berkeleyinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1411481): 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

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