Elmwood Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$95⁠-⁠$225/hr

“Financial Planning, Advisor Meetings and Ongoing Advice Rates Hourly Rates* $225 $95 *Subject to Change Advisor’s Hourly Rate* Staff Hourly Rate* Accounts above $10,000,000 subject to negotiation.”

Flat or project fee

$3,000⁠-⁠$5,000

“The fee for a comprehensive one-time financial plan is $3,000-$5,000.”

Quarterly fee

$2,500/qtr

“the minimum fee, $2,500 quarterly, or”

Annual fee

$7,500/yr

“Minimum annual fee: $7,500”

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

How Elmwood Wealth Management bills

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

• “The greater of the two fee calculations is billed quarterly.”
• “The greater of the two fee calculations will be billed quarterly.”
• “This fee is not passed through to the client, and the client is not billed separately by Pontera.”

How Elmwood Wealth Management’s fees compare

• Its hourly rate of $95-$225 is below the California median of $300. 6% of the 932 other California planners that publish an hourly rate charge less.
• None of the 4 other planners in Berkeley that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$5,000 is below the California median of $5,000. 44% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 3 other planners in Berkeley that publish a flat or project fee charge less.
• Its annual fee of $7,500 is above the California median of $6,250. 53% of the 224 other California planners that publish an annual fee charge less.

About Elmwood Wealth Management

• Firm size: 6 employees.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2017 (9 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% a year

Minimum

$1,000,000 in assets (stated in brochure)

Clients

204

Employees

6

Works with

Individuals, high net worth individuals, banks, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$477,926,836

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

165639

Website

plus.google.com/u/1/104458805727951234029 (opens in new tab)

Phone

(510) 858-2722

Can advise clients in 4 states: California, New Hampshire, Texas, Washington

Other planners in Berkeley that publish fees

• Blume Capital Management, Inc.Berkeley$400⁠-⁠$800/hr, $2,500⁠-⁠$7,500
• Effective Finance LLCBerkeley$250/hr, $500⁠-⁠$10,000
• North Berkeley Wealth Management, LLCBerkeley$295/hr
• Topel & Distasi Wealth Management, LLCBerkeley$300/hr, $10,000

Compare all 8 planners in Berkeley