Ways to browse Flat-fee advisors serving Berkeley, CA

Pick a specialty to browse more Flat-fee advisors serving Berkeley, CA.

Browse by specialty

Find advisors serving Berkeley, CA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,403
Retired	1,655
Executive	1,345
Retirement plans for business owners (SEP, solo 401k)	1,156
Wealth management	1,075
Private / alternative investments	994
Tax-loss harvesting	894
Options & derivatives strategies	490
ESG / Sustainable investing	420
College savings (529s, UTMA, etc.)	405
Concentrated stock management	400
Retirement income strategy	358
Annuities	332
Charitable giving & philanthropy	326
Active portfolio management	325
General retirement planning	318
Financial Professional	259
Approaching retirement	252
HENRY (High Earners, Not Rich Yet)	252
Business exit / sale strategy	173
Cash flow / budgeting	172
Passive / index investing	148
Real estate investing	144
Established Professionals	132
Long-term care insurance	100
General tax planning	96
Business succession planning	89
Mid-Career Professionals	86
General estate planning guidance	85
Income planning	70
Equity compensation tax strategy	69
Factor investing / smart beta	50
Social Security optimization	50
Self-Employed	47
Women Professionals	47
Values-based investing	46
Debt management	44
Business ownership considerations	42
Elder care planning	39
Tax strategies for small businesses	34
Doctor or Medical Professional	32
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	31
Equity Recipients (RS/RSU, SOP, ESPP)	30
Divorce financial planning	24
Roth conversion strategy	24
Life insurance needs analysis	18
Business sale tax planning	14
Retirement withdrawal strategies	13
Stock option exercise strategy	13
Charitable giving tax strategies	11
Technology Professional	10
Retired	7
Women's Finance	6
Young Professionals	4
Educators, Teachers, and Academics	3
Liquidity event planning	3
Sandwich Generation	3

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