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Updated May 30, 2024

Berkeley, Inc.

Investment Advisor Firm

Total assets under management$301M

Years in business28+

Total assets under management$301M

Years in business28+

About Berkeley, Inc.

Berkeley, Inc. stands as a beacon of ethical financial guidance, founded in 1996 in Boise, ID, and registered with the SEC. As fee-only fiduciaries, their commitment to clients is unwavering. Disenchanted by industry norms, they have forged a path free from product sales, commissions, and incentives, eliminating conflicts of interest.

Being fee-only means Berkeley, Inc. draws revenue solely from client fees, fostering a transparent, client-centric approach. Their fiduciary duty legally obligates them to prioritize your interests above all else.

Proudly affiliated with NAPFA, a national association of fee-only advisors, Berkeley, Inc. aligns with like-minded professionals. Accredited by the BBB, they share the vision of a trustworthy business community.

Berkeley, Inc. is dedicated to optimizing long-term portfolio performance through intelligent, diversified strategies. Each portfolio is as unique as your financial situation, reflecting their commitment to your financial well-being.

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Areas of specialty

Investment Management

Financial Planning

More about Berkeley, Inc.

Designations	Minimum asset threshold	Firm CRD Number	Number of advisors
Registered Investment Advisor	N/A	117667	4

Designations	Minimum asset threshold
Registered Investment Advisor	N/A

Firm CRD Number	Number of advisors
117667	4

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