Berkeley, CA

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Best Financial Advisors in Berkeley, CA

The highest-rated Financial Planning & Wealth Management firms out of 245 vetted & reviewed in the Berkeley area.

Evo Share

Evo Share

(9)
  • Student Loans
  • Saving
“Really cool how I can chip away at my loans, all while just shopping normally!”
In Business Since 2007
2288 Fulton St UNIT 301, Berkeley, CA
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Monroe Wealth Management

Monroe Wealth Management

(13)
  • Goals
  • Investing
  • Retirement
“He's helped advise my retirement and personal savings investment strategies, pushing me to think more long term about my financial goals and how I get there.”
In Business Since 2019
Free Initial Consultation
2001 Addison St Suite 300, Berkeley, CA
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North Berkeley Wealth Management

North Berkeley Wealth Management

(1)
Nonprofit Investment Management, Impact Investing, Overview
“They are progressive, community oriented, support the arts, and just good people you can trust with your life's savings.”
In Business Since 2007
Transparent Fees & Pricing
Average Price Tag
1820 Solano Ave, Berkeley, CA
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D. A. Flowers & Company

D. A. Flowers & Company

(1)
“Great communication, very organanized, and thoughtful about how we could plan our finances.”
In Business Since 2009
1400 Shattuck Ave Suite 5, Berkeley, CA
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Simple Life Financial

Simple Life Financial

(1)
“He works with people of all income levels, is an honest guy, and I feel that he has my interests at heart.”
In Business Since 2009
Serving Berkeley Area
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Main Street Research

Main Street Research

(1)
Estate, Trust & Tax Guidanceactive Risk Managementinstitutional Wealth, Bespoke Wealth & Retirement Planning, Lifecase
“Hoping for 5 star performance.”
In Business Since 1997
Serving Berkeley Area
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Dabk Financial Planning Services

Dabk Financial Planning Services

(4)
“DABK takes excellent care of our family finances.”
In Business Since 1998
Serving Berkeley Area
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Harbor Light Investments

Harbor Light Investments

(2)
“My wife and I have invested (literally) with Jason Draut for many years now, from the launch of his new business, the addition of a partner in Santa Cruz and we have always listened and trusted his advice on money matters.”
In Business Since 2016
Average Price Tag
Serving Berkeley Area
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Pollak & Pollak Wealth Management

Pollak & Pollak Wealth Management

(1)
Investments, Wealth Preservation Strategies, Retirement Planning Strategies
“The personal attention, honesty, and support provided by them (including a great staff) are welcome additions to the sound financial advice my husband and I have received.”
Serving Berkeley Area
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Morfin Financial Services

Morfin Financial Services

(2)
“I appreciate the depth of knowledge and close attention paid to relevant changes in tax law.”
In Business Since 1997
Serving Berkeley Area
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Liberty Group

Liberty Group

(3)
“We have had detailed discussions on my goals, portfolio diversification, annuities, tax considerations, social security, trusts, tax planning, long term care, and other subjects.”
In Business Since 2005
411 30th St 2nd floor, Oakland, CA
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Upscale Tax Professionals

Upscale Tax Professionals

(20)
Tier 3, Staff, Tier 2
“I was a little nervous to file my taxes online but once I found Upscale Tax Professionals and started working with them, I was very happy with my choice.”
In Business Since 2018
1901 Harrison St Ste 1100, Oakland, CA
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Grodin Financial Services

Grodin Financial Services

(2)
“Many financial advisors I have dealt with in the past are focused on getting me to buy more products and refer my friends and family to them for more business without taking any time to build trust and a relationship with me and my family.”
In Business Since 1987
Accepts Cash
Licensed, BBB Rating: A+
14515 Catalina St, San Leandro, CA
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Turnkey Financial Solutions

Turnkey Financial Solutions

(20)
  • Tax Credit
  • Funding
  • Team
“When he found out we had started to claim the ERTC ourselves for a few past quarters, he gave us a lot of explicit advice & instructions on our initial Zoom call on what we should do moving forward (to do it ourselves).”
In Business Since 2016
33170 Alvarado-Niles Rd #1659, Union City, CA
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Retirement Planning and Investment Management Services Estimated Cost in Berkeley, CA 2022

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Fair price range based on 248 cost profiles
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Average Cost $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Average range $2080 to $5720 is based on 248 cost profiles.

Why these companies made our list

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