Charles Schwab
Financial Advisor serving Berkeley, California · 1 of 15 financial advisors in the area
About Charles Schwab
Charles Schwab is a financial advisor located in Berkeley, California. As a local financial advisor, they serve Berkeley and surrounding communities in California. Contact them through ProHorizon for a free quote.
Financial professionals in Berkeley should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.
💰 What Financial Advisors Cost in Berkeley
Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Berkeley may vary based on the scope of work and provider.
Get a Free Quote from Charles Schwab
Tell us about your project and we'll connect you with verified local pros — 100% free.
✅ Tips for Hiring Financial Advisors in Berkeley
Frequently Asked Questions
Other Financial Advisors in Berkeley
SASSER INVESTMENT MANAGEMENT, INC.
2907 CLAREMONT AVE, BERKELEY, CA 94705
BLUME CAPITAL MANAGEMENT, INC.
1708 SHATTUCK AVE., BERKELEY, CA 94709
CLAYTON PARTNERS LLC
3160 COLLEGE AVENUE, BERKELEY, CA 94705
NORTH BERKELEY WEALTH MANAGEMENT, LLC
1995 EL DORADO AVE, BERKELEY, CA 94707
VOLEON CAPITAL MANAGEMENT LP
1919 SHATTUCK AVENUE, BERKELEY, CA 94704
WILLOW GROVE ADVISORS, LLC
1919 ADDISON ST, BERKELEY, CA 94704