Effective Finance LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$500⁠-⁠$10,000

“Fixed fee rates range from $500 to $10,000.”

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

How Effective Finance LLC bills

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

• “Fees are paid quarterly or monthly, in advance.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Effective Finance LLC’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Berkeley that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Berkeley that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Effective Finance LLC

• Principal: Keith Weissglass
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327998

Website

effectivefinance.com (opens in new tab)

Phone

(916) 629-4441

Other planners in Berkeley that publish fees

• Blume Capital Management, Inc.Berkeley$400⁠-⁠$800/hr, $2,500⁠-⁠$7,500
• Elmwood Wealth ManagementBerkeley$95⁠-⁠$225/hr, $3,000⁠-⁠$5,000
• North Berkeley Wealth Management, LLCBerkeley$295/hr
• Topel & Distasi Wealth Management, LLCBerkeley$300/hr, $10,000

Compare all 8 planners in Berkeley