Firm
Berkeley Investment Advisors
San Francisco, California
Fee-only
Berkeley Investment Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 28 individual clients, 13 of them high net worth.
- Its average account is about $478,000 (assets it manages divided by its 53 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Francisco, California |
|---|---|
| Website | kazio.co |
| Phone | (415) 831-9999 |
Berkeley Investment Advisors fees
Berkeley Investment Advisors 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $25 million |
| Individual clients | 15 |
| High-net-worth clients | 13 |
| Accounts managed | 53 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 20, 2026 |
| SEC record | CRD 121223 |