# Samuel Wood-Bednarz

> Samuel Wood-Bednarz is a fee-only financial advisor at North Berkeley Wealth Management in Berkeley, California, who holds the CFP credential. Samuel 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.

Page: https://find.wellspent.co/advisors/samuel-wood-bednarz/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm):** $829.8M across 1,502 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Sustainable & impact investing
- **CRD:** 6501469 (https://adviserinfo.sec.gov/individual/summary/6501469)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2015)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://northberkeleywealth.com/

## Frequently asked questions

### Is Samuel Wood-Bednarz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Samuel 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 Samuel charge for financial advice?

Samuel charges a percentage of assets.

### How much does Samuel 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 Samuel Wood-Bednarz based?

Samuel Wood-Bednarz is based in Berkeley, California.

### What does Samuel specialize in?

Samuel's specialties include retirement planning, estate & legacy planning and sustainable & impact investing.

### What credentials does Samuel Wood-Bednarz hold?

Samuel Wood-Bednarz holds the CFP credential.

### Is Samuel Wood-Bednarz registered with the SEC?

Yes. Samuel Wood-Bednarz is registered as an investment adviser representative in CA (CRD 6501469), 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 Samuel Wood-Bednarz?

Through Samuel's website, northberkeleywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6501469): 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
- The firm's website (https://northberkeleywealth.com/): specialties, clients served, and fees, checked October 30, 2026

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