Fee only financial advisors in Berkeley, California: hourly and flat fee prices

8 registered advisers based in Berkeley offer financial planning for an hourly, fixed or subscription fee, with no commissions.

5 of the 8 fee only firms based in Berkeley publish dollar fees. Their median hourly rate is $295 and their median flat or project fee is $5,125. Updated October 2026.

What advisors in Berkeley charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Hourly rate$295/hr$250⁠-⁠$300/hr5 firms
Flat or project fee$5,125$5,000⁠-⁠$10,0004 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Fee only advisors in Berkeley and their published fees

5 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Blume Capital Management, Inc.$400⁠-⁠$800/hr$2,500⁠-⁠$7,500Not published
Effective Finance LLCNo AUM fee$250/hr$500⁠-⁠$10,000Not published
Elmwood Wealth Management$95⁠-⁠$225/hr$3,000⁠-⁠$5,000$7,500/yr
North Berkeley Wealth Management, LLC$295/hrNot publishedNot published
Topel & Distasi Wealth Management, LLC$300/hr$10,000Not published
Other registered firms that don't publish dollar fees (3)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

See all fee only advisors in California