Berkeley, Inc.

Berkeley, Inc. at a glance

• One of 70 fee-only firms based in Idaho in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFA.
• Its Form ADV reports 6 employees and 217 individual clients, 147 of them high net worth.
• Its average account is about $746,000 (assets it manages divided by its 769 accounts).

Fee-only advisors in Idaho · What fee-only advisors charge in Idaho

Facts

Berkeley, Inc. fees

Berkeley, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (3)

• Jon Hendrickson

• Megan Parrish

  CFP · CFA

• Paul White

  CFA