Paul White
Berkeley · Boise, Idaho
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.
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Facts
| Firm | Berkeley |
|---|---|
| Based in | Boise, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $573.9M across 769 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in ID · CRD 1411481 |
| Exams passed | Series 65 (2000) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.berkeleyinc.com |
How Paul's firm compares
- Berkeley's average account is about $746,000, from its Form ADV (assets managed divided by 769 accounts).
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Questions about Paul
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.
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
- 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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