Berkeley Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$10,000

“Berkeley Advisors may, at its discretion, charge a flat, specified dollar fee to provide services ranging from $250 to $10,000 depending on the scope of services agreed to with a client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Berkeley Advisors, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients will pay certain fees in addition to the fees of the Berkeley Advisors Wrap Fee Program, such as margin interest, check fees, trade-away fees and other similar types of fees.”
• “Fees are billed at the beginning of each month or quarter, on the prior month or quarter’s average daily balance, using either a “Tiered” or “Linear” method.”
• “If management begins after the start of a quarter, fees will be prorated accordingly.”

How Berkeley Advisors, Inc.’s fees compare

• Its flat or project fee of $250-$10,000 spans the Georgia median of $5,000. 54% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 18 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About Berkeley Advisors, Inc.

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

No minimum stated in brochure

Clients

81

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$125,345,440

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

134455

Website

berkeleyadvisors.com (opens in new tab)

Phone

(404) 580-9560

Can advise clients in 3 states: Georgia, Louisiana, Texas

Other planners in Atlanta that publish fees

• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Anchyra Partners LLCAtlanta$500⁠-⁠$1,000/hr, $5,000⁠-⁠$100,000
• Aprio Wealth Management, LLCAtlanta$2,500/yr
• Atlanta Wealth Management, Inc.Atlanta$240/hr
• Aust Financial Advisory, LLCAtlanta$400/hr, $6,000

Compare all 159 planners in Atlanta