Pricing Guide · Berkeley
Financial Advisors Cost in Berkeley, CA — 2026 Price Guide
What should you pay for financial advisors in Berkeley? See real 2026 price ranges from local pros and get free quotes to compare.
As of June 2026, RatingsNearMe ranks 14 financial advisors in Berkeley, CA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is DABK Financial Planning Services with a 5.0-star rating from 5 Google reviews and an RNM Score of 68/100. Also in the top tier: Topel & DiStasi Wealth Management and Edward Jones - Financial Advisor: Terry Kotsatos, CFP®|ChFC®. The average rating across all listed financial advisors in Berkeley is 4.7 stars from 4 reviews per business on average.
Financial advisors in Berkeley typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 13, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
14
Businesses listed
4.7★
Avg rating
4
Avg reviews
Jun 13, 2026
Last updated
Top Rated Financial Advisors
Earns a perfect 5.0-star rating from its first handful of local client reviews.
1007 Villa Nueva Dr, El Cerrito, CA 94530, USA5.0-star rating from 5 Google reviews for financial advising in Berkeley.
2907 Claremont Ave #111, Berkeley, CA 94705, USATop-rated Berkeley financial advisor with a perfect 5.0-star score from 5 reviews.
1301 Solano Ave Suite 201, Albany, CA 94706, USAFinancial Advisors Rankings in Berkeley, CA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | DABK Financial Planning Services1007 Villa Nueva Dr, El Cerrito, CA 94530, USA | 5.0★ | 5 |
| #2 | Topel & DiStasi Wealth Management2907 Claremont Ave #111, Berkeley, CA 94705, USA | 5.0★ | 5 |
| #3 | Edward Jones - Financial Advisor: Terry Kotsatos, CFP®|ChFC®1301 Solano Ave Suite 201, Albany, CA 94706, USA | 5.0★ | 5 |
| #4 | AFFINITY CAPITAL ADVISORS LLC825 Page St, Berkeley, CA 94710, USA | 5.0★ | 3 |
| #5 | Willow Grove Advisors1919 Addison St Suite 101, Berkeley, CA 94704, USA | 5.0★ | 2 |
| #6 | North Berkeley Wealth Management1995 El Dorado Ave, Berkeley, CA 94707, USA | 5.0★ | 1 |
| #7 | Charles Schwab1995 University Ave #100, Berkeley, CA 94704, USA | 3.5★ | 10 |
| #8 | Edward Jones - Financial Advisor: William Fried2161 Allston Way A, Berkeley, CA 94704, USA | 3.7★ | 3 |
| #9 | Elmwood Wealth Management2027 Fourth St, Berkeley, CA 94710, USA | 5.0★ | 1 |
| #10 | HFG Advisors2936 Domingo Ave #1, Berkeley, CA 94705, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Berkeley
Earns a perfect 5.0-star rating from a handful of local client reviews.
825 Page St, Berkeley, CA 94710, USA
Earns a perfect 5.0-star rating from a handful of Google reviews.
1919 Addison St Suite 101, Berkeley, CA 94704, USA
Berkeley financial advisor with a perfect 5.0-star rating from early client reviews.
1995 El Dorado Ave, Berkeley, CA 94707, USA
3.5 stars from 10 Google reviews, indicating a mixed local reputation.
1995 University Ave #100, Berkeley, CA 94704, USA
Serving Berkeley with a 3.7-star rating based on 3 customer reviews.
2161 Allston Way A, Berkeley, CA 94704, USA
Consistently earns perfect 5.0-star ratings from clients in Berkeley.
2027 Fourth St, Berkeley, CA 94710, USA
5.0★ rating from 1 Google review, reflecting exceptional client satisfaction.
2936 Domingo Ave #1, Berkeley, CA 94705, USA
A new financial advisor in Berkeley with no customer reviews yet.
2150 Shattuck Ave. #700, Berkeley, CA 94704, USA
New to Google reviews; contact them directly for client references.
2820 Telegraph Ave, Berkeley, CA 94705, USA
This financial advisor has not yet received any online reviews.
2001 Addison St Suite 100, Berkeley, CA 94704, USA
This financial advisor in Berkeley has not yet been reviewed on Google.
2040 Bancroft Way, Berkeley, CA 94704, USA
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Financial Advisors in Berkeley, CA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | DABK Financial Planning Services | 68/100 | 5.0 ★ | 5 |
| 2 | Topel & DiStasi Wealth Management | 68/100 | 5.0 ★ | 5 |
| 3 | Edward Jones - Financial Advisor: Terry Kotsatos, CFP®|ChFC® | 68/100 | 5.0 ★ | 5 |
| 4 | AFFINITY CAPITAL ADVISORS LLC | 66/100 | 5.0 ★ | 3 |
| 5 | Willow Grove Advisors | 64/100 | 5.0 ★ | 2 |
| 6 | North Berkeley Wealth Management | 62/100 | 5.0 ★ | 1 |
| 7 | Charles Schwab | 46/100 | 3.5 ★ | 10 |
| 8 | Edward Jones - Financial Advisor: William Fried | 44/100 | 3.7 ★ | 3 |
| 9 | Elmwood Wealth Management | 62/100 | 5.0 ★ | 1 |
| 10 | HFG Advisors | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Berkeley
What is a fiduciary financial advisor and why does it matter in Berkeley?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Berkeley, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Berkeley?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 13, 2026.
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