North Berkeley Wealth Management, LLC fees and pricing
Financial planner in Berkeley, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, North Berkeley Wealth Management, LLC charges $295 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $295/hr
“Hourly financial planning services will be charged at the hourly rate of $295.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How North Berkeley Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The amount of the fee and the calculation basis will be shown on an invoice sent to the Client at the end of each calendar quarter so that Client can verify the amount deducted is correct.”
- “North Berkeley specifically includes these Accounts in the Assets under management for Client and agrees that the fees related to those Assets may either be deducted from Client’s nonretirement Accounts or billed for payment to Client.”
- “Unless otherwise noted in writing, our firm bills on cash.”
How North Berkeley Wealth Management, LLC’s fees compare
- Its hourly rate of $295 is below the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 2 of the 4 other planners in Berkeley that publish an hourly rate charge less.
About North Berkeley Wealth Management, LLC
“North Berkeley provides comprehensive financial planning services and investment management services to individuals, trusts, estates, charitable organizations and business entities.”
- Principal: Brian Kozel
- Firm size: 16 employees.
- Registered as an adviser: 2005 (21 years).
Planning areas mentioned in the brochure
- Business owners
- Insurance analysis
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
- Clients
- 401
- Employees
- 16
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $829,754,046
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136431
- Phone
- (510) 528-5820
Can advise clients in 6 states: California, Louisiana, New York, Oregon, 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
- Elmwood Wealth ManagementBerkeley$95-$225/hr, $3,000-$5,000
- Topel & Distasi Wealth Management, LLCBerkeley$300/hr, $10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.