Fiduciary Financial Advisors in Berkeley, CA

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Financial Advisor Firms


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Berkeley, CA


  • Financial Advisor Close to Berkeley, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a Financial Advisor in Berkeley, CA Help You?

Financial advisors can help you assess your overall financial health and plan to an even healthier future. They can help with:

  • Taxes, including deductions, planning, and paying
  • Retirement planning
  • Paying off lingering debts

Reaching financial goals like starting a business, retiring early, home ownership, large purchases, and more

While most financial advisors are the traditional sort, meaning a person with whom you meet regularly that as an individual manages your finances. 

However, many other options are available as well, such as fully online advisors and robo-advisors. 

Online advisors tend still to be people, however you will only be interacting with them online. 

Robo-advisors are fully automated; you can use the program to make investments, track your finances, save, and more.

 

The Value Of A Retirement Financial Advisor in Berkeley, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find A Fee-Only Financial Advisor Near Berkeley, CA

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
  • This field is for validation purposes and should be left unchanged.

Nearest Partner: 250 Lafayette Circle, Suite 203, Lafayette, CA 94549


Top Financial Advisors Serving Berkeley, CA

Named after Irish bishop and philosopher George Berkeley, the city of Berkeley borders Oakland and Emeryville to the south. 

It has a warm-summer Mediterannean climate according to the Köppen classification, with dry summers, wet winters, and mild temperatures year round. 

The city is also known for the frequent rolling fog that sweeps over the area.

#VALUE!

When Do You Want To Retire?


How far away is your dream life?

  • This field is for validation purposes and should be left unchanged.

FAQs About Certified Financial Advisors In Berkeley, CA

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.