Find a financial advisor in Berkeley, CA

Find financial advisors in Berkeley, CA

Find financial advisors in Berkeley, CA

Share a few details and we'll show you the best financial advisors in your area.
Zip code

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Find financial advisors in Berkeley, CA

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Top 10 financial advisors in Berkeley, CA

Clients agree: these Berkeley financial advisors are highly rated for knowledge, experience, communication, and more.
Associates Consulting Group

Associates Consulting Group

5.0(4)
Offers online services
26 hires on Thervo
18+ years in business
Serves Berkeley, CA
Carol G. says, "I am very satisfied. I will be making another appt." Read more
1040 CLOUD TAX OFFICE

1040 CLOUD TAX OFFICE

5.0(2)
Offers online services
12+ years in business
Serves Berkeley, CA
Veronica L. says, "Victoria is really professional and offers guidance, and offers guidance that most tax professionals won't. I let him know I am a novice when it comes to taxes, and he spent his time explaining the basics to me. I really appreciate your good work!" Read more
Teresa’s Tax & Bookkeeping Service

Teresa’s Tax & Bookkeeping Service

5.0(3)
Offers online services
1 hire on Thervo
9+ years in business
Serves Berkeley, CA
Simon G. says, "Teresa is very smart, very professional and very knowledgeable. She enjoys her work and is very good at explaining her viewpoint. From her very first visit she understood the scope of work and quickly put me on the track to success. " Read more
Rite Way Tax Services

Rite Way Tax Services

New on Thervo
Offers online services
7+ years in business
Serves Berkeley, CA
We pride ourselves as a business full of associates who can assist every customer to become better financially starting with getting current and previous year taxes (5 years max) in order to go forward. We also offer stating payroll services for up starting businesses. I enjoy assisting people in my community with extra funds during tax season and also thrive at the chance of being at the ground floor of a flurishing business and assisting with any Upgrades we can offer that make a big difference....
Espiritu Tax & Accounting Services

Espiritu Tax & Accounting Services

New on Thervo
Offers online services
8+ years in business
Serves Berkeley, CA
Meeting new customers with unique tax and financial problems.
Synergist Wealth Advisors LLC

Synergist Wealth Advisors LLC

New on Thervo
Offers online services
21+ years in business
Serves Berkeley, CA
Founded in 2003, Synergist Wealth Advisors LLC is an independent, private wealth advisory firm that combines the high service standards of a multi‐family office with the investment expertise and operational excellence of a global institution. The firm has offices in San Francisco & Monterey and provides a full suite of planning and advisory services in addition to investment management and consulting. Today, we work with a select group of individuals, executives & families. Services include advising on trusts, estates, private foundations, retirement, investment strategies, family governance and related business as appropriate. We offer sophi...
North Capital Inc.

North Capital Inc.

New on Thervo
Offers online services
16+ years in business
Serves Berkeley, CA
North Capital's financial planning and discretionary investment management services offer clients the benefits of comprehensive planning and diversification across a wide array of asset classes and risk factors, access to institutional investment managers, cost-effective implementation, and professional monitoring, reporting, and service. Planning North Capital will undertake a comprehensive financial review based upon your individual needs and goals, your personal risk profile, and any special circumstances related to your finances. We collect information about your income and expenses, your investment portfolio and other assets, and your li...
Tax Preparer And Financial Marketer

Tax Preparer And Financial Marketer

New on Thervo
Offers online services
21+ years in business
Serves Berkeley, CA
I have my tax preparer license and work as a tax preparer in 2019. I have my life and health license and work several financial marketing company since 2003. I am also a retired educator who wants to help families understand the importance of financial literacy to become financial independence in life . Being able to help families to understand how they can diversify their money to reach financial freedom in life is very satisfying .
Navion Financial Advisors

Navion Financial Advisors

New on Thervo
Offers online services
31+ years in business
Serves Berkeley, CA
Navion Financial Advisors was formed in response to the growing public awareness that while they needed to coordinate all their financial affairs, they also want choice and flexibility. Many people are comfortable handling their own affairs most of the time, and wish to just validate their decisions on an occasional basis. Others want to ongoing assistance. Most want to know what it is they are paying for, and how much. By offering hourly, as needed financial planning separate from investment management, Navion Financial Advisors can provide the precise level of service the client desires. From a one hour consultation for a specific ques...

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do financial planners charge?

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

What is a financial planner?

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

Are financial planners worth the cost?

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

How much money should I have before hiring a financial planner?

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

How do I choose a financial planner?

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

What questions should I ask a financial planner?

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Berkeley financial advisors

Recent success stories from people in the Berkeley area.
Gabrielle T.
Renee was amazing! I was working on a big career transition; healthcare to the corporate world and was feeling lost. She helped me identify my career goals, translate my experience into a new resume, and taught me how to communicate my skills for the job I wanted. She was patient and supportive and had lots of great tips and knowledge! I was able to successfully secure a new job in the field I wanted. I highly recommend Renee's services!
Associates Consulting Group
Jorge A.
Victoria is very responsive and will answer any questions you may have. She is very kind and talks to me like I am a friend. She explains everything in plain language. I will work with her again next year.
1040 CLOUD TAX OFFICE
Tamara C.
Amazing service! Thank you so much Teresa
Teresa’s Tax & Bookkeeping Service
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Berkeley financial advisors by service