Fee-only financial advisors in Berkeley, California
Which fee-only financial advisor should I talk to in Berkeley?
Start with a fee-only advisor in Berkeley whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Shannon Lemon of Elmwood Wealth Management, Ariana Alisjahbana of North Berkeley Wealth Management and John Kenny of Illumination Wealth Management, chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Shannon Lemon Elmwood Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Ariana Alisjahbana North Berkeley Wealth Management Holds the CFP. Fees on file: percentage of assets.
- John Kenny Illumination Wealth Management Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Jarrett Topel Topel & DiStasi Wealth Management Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Claudina Campbell Willow Grove Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
- Amy Thacher Blume Capital Management Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 33
- Firms
- 8
- Hold the CFP
- 39%
- Other credentials: CFA 9%
- How they charge (of 33 with fees on file): percentage of assets 97% · hourly 58% · fixed fees 21% · flat fee or retainer 9%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Berkeley by what you need
Find an advisor in California by fee, assets, or credential
- Hourly financial advisors
- Flat-fee financial advisors
- One-time financial plans
- Financial advisors with no minimum
- Advisors for under $500,000
- Advisors for $500,000 to $1 million
- Advisors for $1 million to $3 million
- Advisors for over $3 million
- CFP financial advisors
- CFA financial advisors
- ChFC financial advisors
- Virtual financial advisors
Questions about fee-only advisors in Berkeley
How many fee-only advisors in Berkeley are there?
The Wellspent public graph lists 33 fee-only advisors in Berkeley, at 8 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Berkeley focus on?
The most common focus among fee-only advisors in Berkeley is estate planning (25), followed by retirement planning (24) and sustainable investing (23). Advisors can list more than one.
How do fee-only advisors in Berkeley charge?
The most common fee among fee-only advisors in Berkeley is a percentage of assets, used by 97% of the 33 with fees on file. Many use more than one: 58% charge by the hour and 21% charge fixed fees.
How much do fee-only financial advisors charge in California?
Fee-only financial advisors in California charge a median of $6,000 a year for ongoing planning. We found this across the published prices of 112 California firms.
How many fee-only advisors in Berkeley hold the CFP?
39% of the 33 fee-only advisors in Berkeley hold the CFP certification, based on the credentials listed on each record.
Does California tax income on top of federal tax?
Yes. California has a state income tax, so a financial plan for a California resident should project it alongside federal tax.
How current is this list of fee-only advisors in Berkeley?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 33 advisors in Berkeley
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jarrett Topel | Topel & DiStasi Wealth Management | Berkeley | CFP | Percentage of assets, Flat fee or retainer |
| John Kenny | Illumination Wealth Management | Berkeley | CFP | Flat fee or retainer, Ongoing planning fee |
| Amy Thacher | Blume Capital Management | Berkeley | CFP | Percentage of assets, Hourly |
| Ariana Alisjahbana | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Brian Kozel | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Claudina Campbell | Willow Grove Advisors | Berkeley | CFP | Percentage of assets, Hourly |
| Jennifer Regan | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Juliana Moravy | Elmwood Wealth Management | Berkeley | CFP | Percentage of assets, Hourly |
| Katherine King | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Matthew Gatt | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Samuel Wood-Bednarz | North Berkeley Wealth Management | Berkeley | CFP | Percentage of assets |
| Shannon Lemon | Elmwood Wealth Management | Berkeley | CFP | Percentage of assets, Hourly |
| Wing-Yin Kong | Willow Grove Advisors | Berkeley | CFP | Percentage of assets, Hourly |
| Gavin Distasi | Topel & DiStasi Wealth Management | Berkeley | Not listed | Percentage of assets, Flat fee or retainer |
| Maria Quintana-Pilling | North Berkeley Wealth Management | Berkeley | CFA | Percentage of assets |
| Robert Gillooly | Elmwood Wealth Management | Berkeley | CFA | Percentage of assets, Hourly |
| Benjamin Cohen | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Cagatay Koc | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Daniel Nakahara | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Debra Ellisen | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Jeffrey Petersen | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Jeffrey St. Claire | Blume Capital Management | Berkeley | Not listed | Percentage of assets, Hourly |
| Keley Petersen | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Kim Berger | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Laura Kohler | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Marc Roth | Elmwood Wealth Management | Berkeley | Not listed | Percentage of assets, Hourly |
| Peter Reidenbach | Blume Capital Management | Berkeley | Not listed | Percentage of assets, Hourly |
| Samaya Patel | Blume Capital Management | Berkeley | Not listed | Percentage of assets, Hourly |
| Sarah Smith | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Stephanie Nehmens | North Berkeley Wealth Management | Berkeley | Not listed | Percentage of assets |
| Jethro Townsend | moneydoula | Berkeley | CFA | Percentage of assets, Hourly |
| Yen Trac | Northern California Fiduciary Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Sampurna Khasnabis | moneydoula | Berkeley | Not listed | Percentage of assets, Hourly |
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