Best Financial Planners in Berkeley, CA
Looking for a financial planner in Berkeley, CA? We track 13 local financial planners, with independent local providers. Browse ratings and contact details below, or get matched with free quotes.
Top Financial Planners in Berkeley
Blume Capital Management Inc Unclaimed
East Bay Divorce Financial Planning Unclaimed
How to choose a financial planner in Berkeley
- Prefer a fee-only fiduciary who must act in your interest.
- Confirm CFP certification and a clean regulatory record.
- Ask exactly how they're compensated.
- Make sure their specialty matches your goals.
Typical financial planner costs in Berkeley
In Berkeley, CA, financial planners typically charge 1% of assets per year, or $150–$400 per hour / $1,000–$3,000 flat. Actual pricing depends on the scope of your job, so always request a written quote.
Frequently asked questions
How many financial planners are there in Berkeley, CA?
1Network currently lists 13 financial planners in Berkeley, CA. You can compare their reviews, contact details, and services on this page.
How much does a financial planner cost in Berkeley?
Financial planners in Berkeley, CA typically charge about 1% of assets annually, $150–$400 per hour, or $1,000–$3,000 for a flat-fee plan.
What is a fiduciary financial planner?
A fiduciary is legally required to put your interests first. Look for fee-only CFP professionals in Berkeley to avoid commission conflicts.
How do I choose a financial planner in Berkeley?
Verify CFP credentials, confirm fee-only status, and check reviews. 1Network lists 13 financial planners in Berkeley, CA.