Berkeley, CA Financial Advisors and Resources



Financial Advisor Firms in Berkeley, CA


CLAYTON PARTNERS LLC

Website

(415) 296-5070

3160 College Avenue
Suite 203
Berkeley, CA 94705

SEC#: 801-85190
Years in Business: 6 years

NORTH BERKELEY WEALTH MANAGEMENT, LLC

Website

(510) 528-5820

1820 Solano Ave
Suite C1
Berkeley, CA 94707

SEC#: 801-64572
Years in Business: 16 years

VOLEON CAPITAL MANAGEMENT LP

Website

(341) 333-2059

2484 Shattuck Avenue, Suite 300

Berkeley, CA 94704

SEC#: 801-78633
Years in Business: 8 years

AFFINITY CAPITAL ADVISORS LLC

Website

(510) 984-0261

825 Page Street

Berkeley, CA 94710

SEC#: 801-81133
Years in Business: 6 years

WILLOW GROVE ADVISORS, LLC

Website

(510) 705-1693

2040 Bancroft Way
Suite 201
Berkeley, CA 94704

SEC#: 801-117042
Years in Business: 2 years

BLUME CAPITAL MANAGEMENT, INC.

Website

(510) 549-3534

1708 Shattuck Ave.

Berkeley, CA 94709

SEC#: 801-55922
Years in Business: 23 years

MINDFUL MONEY

Website

(510) 848-0012

2150 Shattuck Avenue, Suite 700

Berkeley, CA 94704

SEC#: 801-79017
Years in Business: 7 years

PARKSIDE ADVISORS LLC

Website

(510) 883-1350

2040 Bancroft Way
Suite 300
Berkeley, CA 94704

SEC#: 801-63021
Years in Business: 17 years

ELMWOOD WEALTH MANAGEMENT

Website

(510) 858-2722

2027 Fourth Street
Suite 203
Berkeley, CA 94710

SEC#: 801-110782
Years in Business: 4 years


How Retirement-Friendly is Berkeley, CA?

  • Population: 121,485
  • % of Population 62 Years and Over: 17.5%
  • Average Home Value: $1036,700
  • Average Monthly Housing Cost: $1,883
  • Average Household Income: $130,006
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


Berkeley, CA Financial Advisor FAQs

It would be helpful to know if the advisor would work with a person's individual needs and preferences to find a product that meets their specific situation and goals. It would also be helpful to understand what investments they’ve typically used in the past. Similarly, finding out if they have ever been subject to fining or other disciplinary action by any regulatory agencies can lead us to important conclusions about the expertise level of an advisor. Lastly, someone may want to know how much access they will have in making changes after discussing these topics with their potential advisor.
A financial advisor helps manage your investments and risks, encourages saving for the future, educates you about various types of insurance, makes contributions to retirement plans like 401k or IRA tax-advantaged accounts, etc.
Knowing one's financial goals is the best way to answer that question. It would be helpful if you could give an approximate monthly or yearly income to work with, or estimate what you believe your net worth should be at your age.
While there are many advisors who can provide advice, it's important that you are comfortable with the person they are, the advice they give, how they're paid for giving advice, where their assets are held--all things that influence their fee structure.