Topel & Distasi Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The maximum hourly fee to be charged will not exceed $300.”

Flat or project fee

$10,000

“Flat fees will not exceed $10,000.”

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

How Topel & Distasi Wealth Management, LLC bills

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

• “Annualized fees are billed on a prorata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Fees are negotiable and will be deducted from client account(s).”
• “Further, it is important to note that our firm bills on cash and cash equivalents held in client accounts.”

How Topel & Distasi Wealth Management, LLC’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Berkeley that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Berkeley that publish a flat or project fee charge less.

About Topel & Distasi Wealth Management, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

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

Clients

223

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$312,109,603

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

285538

Website

td-wm.com (opens in new tab)

Phone

(510) 898-1270

Can advise clients in 5 states: California, Louisiana, New Hampshire, New Mexico, Texas

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
• North Berkeley Wealth Management, LLCBerkeley$295/hr

Compare all 8 planners in Berkeley