Firm
North Berkeley Wealth Management
Berkeley, California
Fee-only
North Berkeley Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 13 advisors are listed here; 6 of 13 hold the CFP.
- Its Form ADV reports 16 employees and 401 individual clients, 220 of them high net worth.
- Its average account is about $552,000 (assets it manages divided by its 1,502 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Berkeley, California |
|---|---|
| Website | northberkeleywealth.com |
| Phone | (510) 528-5820 |
North Berkeley Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Up to $3 million 1.00%" source
"Our fees are based on assets under management and include comprehensive investment management and financial planning." source
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 | $830 million |
| Individual clients | 181 |
| High-net-worth clients | 220 |
| Accounts managed | 1,502 |
| Employees | 16 |
| Planning clients | 0 |
| Registered with | The SEC (801-64572) |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 136431 |