Firm
Topel & DiStasi Wealth Management
Berkeley, California
Fee-only
Facts
| Based in | Berkeley, California |
|---|---|
| Website | td-wm.com |
| Phone | (510) 898-1270 |
Topel & DiStasi 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.
| Account minimum | None |
|---|---|
| How it charges | Percentage of assets · Flat fee · Hourly |
In the firm's words
"We do not require a minimum asset level to become a client" source
"Our investment management fees are calculated as a percentage of Assets Under Management (AUM)" source
"our financial planning services can be structured as a flat fee or hourly arrangement." source
"our financial planning services can be structured as a flat fee or hourly arrangement." 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 | $312 million |
| Individual clients | 118 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 285538 |