Ray Meadows
Berkeley Investment Advisors · Santa Rosa, California
Ray Meadows is a fee-only financial advisor at Berkeley Investment Advisors in Santa Rosa, California, who holds the CFA credential. Berkeley Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Berkeley Investment Advisors |
|---|---|
| Based in | Santa Rosa, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $25.3M across 53 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 2875106 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.kazio.co |
| Profile |
How Ray's firm compares
- Berkeley Investment Advisors's average account is about $478,000, from its Form ADV (assets managed divided by 53 accounts).
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Questions about Ray
Is Ray Meadows a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ray holds no broker registration, and Berkeley Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ray charge for financial advice?
Ray's firm, Berkeley Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ray Meadows based?
Ray Meadows is based in Santa Rosa, California.
What credentials does Ray Meadows hold?
Ray Meadows holds the CFA credential.
Is Ray Meadows registered with the SEC?
Yes. Ray Meadows is registered as an investment adviser representative in CA (CRD 2875106), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Berkeley Investment Advisors manage?
Berkeley Investment Advisors reports $25.3M across 53 accounts in assets under management.
How do I contact Ray Meadows?
Through Ray's website, www.kazio.co.
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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