Berkeley Investment Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 20, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$6,000/yr

“Note that the minimum fee is $6,000 annually for the Advisory service levels as compared to the $3,500 minimum for the Full Discretion service level.”

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

How Berkeley Investment Advisors bills

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

• “Fees are billed monthly in advance for accounts at Goldman.”
• “Client accounts held at Interactive Brokers are billed on a daily basis at a rate that will accrue the annual fee percentage over the business days in the year.”
• “The prorated fee earned will be the monthly fee based on assets at the end of the prior month multiplied by the percentage of days the account held assets in the termination month.”

How Berkeley Investment Advisors’ fees compare

• Its annual fee of $6,000 is below the California median of $6,250. 45% of the 224 other California planners that publish an annual fee charge less.
• 7 of the 11 other planners in San Francisco that publish an annual fee charge less.

About Berkeley Investment Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2002 (24 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Minimum

$200,000 in assets (stated in brochure)

Clients

28

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$25,327,398

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

121223

Website

kazio.co (opens in new tab)

Phone

(415) 831-9999

Other planners in San Francisco that publish fees

• Amoretti Capital ManagementSan Francisco$450/hr
• Applied AdvisorSan Francisco$285/hr, $285
• Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
• BPM Wealth Advisors, LLCSan Francisco$250⁠-⁠$50,000
• Bridgelane FinancialSan Francisco$500/hr, $5,000⁠-⁠$20,000
• Brio Financial GroupSan Francisco$25,000

Compare all 107 planners in San Francisco