Northern California Fiduciary Advisors, LLC fees
Financial planner in Berkeley, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Northern California Fiduciary Advisors, LLC (Berkeley, CA) charges $500 an hour and a flat or project fee of $3,000-$10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Hourly rate
- $500/hr
Above the California median of $300; 88% of the 524 other planners in California that publish an hourly rate charge less. All 4 other planners in Berkeley charge less.
“Advice Advisory fees for hourly financial planning consultations (which may be one-time or ongoing for a shorter term) regarding various financial matters are assessed at an hourly rate of $500.”
- Flat or project fee
- $3,000-
$10,000 Runs from below the California median of $5,000 to above it.
“Services (a) Financial Plans Our advisory fees for preparing written financial plans are assessed pursuant to fixed fees, which range from $3,000 to $10,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
- Registered since
- 2024 (2 years)
How Northern California Fiduciary Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Northern California Fiduciary Advisors Brochure 5 Northern California Fiduciary Advisors, LLC Our fees for preparing financial plans are negotiable.”
- “Fees for written financial plans are due and payable in arrears.”
- “Our invoices are submitted in arrears after completion of the specified services.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 21
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $16 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 30, 2026
- CRD number
- 330908 (opens in new tab)
- Phone
- (707) 387-4547
Other planners in Berkeley that publish fees
- Blume Capital Management, Inc.BerkeleyFlat $2,500-$7,500
- Effective Finance LLCBerkeleyHourly $250/hr, Flat $500-$10,000
- Elmwood Wealth ManagementBerkeleyHourly $225/hr, Flat $3,000-$5,000
- North Berkeley Wealth Management, LLCBerkeleyHourly $295/hr
- Willow Grove Advisors, LLCBerkeleyHourly $200-$400/hr
More planners in California that publish fees
- Integrated Capital Management, IncCarsonHourly $125-$175/hr, Flat $500-$3,500
- North County Financial Planning, LLCCarlsbadHourly $300/hr, Flat up to $10,000
- New Assets Investment Advisors LLCMilpitasHourly $150/hr, Flat $600
- Navalign, LLCEncinoHourly $400-$600/hr, Flat $4,000-$25,000
- Good Balance FP LLCLos AngelesHourly $350/hr, Annual $5,000-$12,000/yr
- Hewitt Wealth Management Inc.Newbury ParkAnnual $6,000-$30,000/yr
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.