Berkeley, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$564,672,196
Clients
217
Advisors
3
across 2 offices
About
Berkeley, Inc. provides personalized financial planning and discretionary investment management to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses, and also offers limited-scope hourly and fixed-fee planning engagements. The firm operates as a fee-only adviser and does not accept commissions or sell financial products.
The firm employs a tactical asset-allocation framework that blends passively managed index funds and ETFs with selectively chosen actively managed funds and, for larger accounts, individual securities; portfolios are globally diversified and the firm uses both long-term buy-and-hold and shorter-term trading as appropriate. Berkeley draws on a mix of analytical methods—fundamental, technical, charting and cyclical analysis—to identify opportunities and manage entry and exit timing.
Distinctive features include managing over $570 million in discretionary assets while operating with a relatively compact advisory team, and an explicit disclosure of operational practices that many peers do not highlight—most notably the use of AI tools (including meeting transcription) and assistance with securities-backed lines of credit (SBLOCs) along with documented conflict mitigations. The firm also makes accredited-investor private placements and alternative investments available to qualified clients, maintains formal proxy-voting policies, and discloses custody and standing-letter-of-authorization practices.
Client services
Expertise
Fee options
$0 - $500,000: 0.90% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $10,000,000: 0.45% $10,000,001+: 0.35%
Up to $500 per hour for limited scope hourly planning engagements and follow-on implementation work
Minimum fee: $2,500 minimum annual fee (may be negotiable) Fee-only: Financial planning fees usually range from $2,000 to $5,000 and are negotiable
Main office
See office3778 Plantation River Drive, Suite 102
Boise ID 83703
Advisors at this office
1
Offices (2)
Most active in
California · Idaho · Louisiana · Oregon · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jon H
Series 63, Series 65
Boise, ID
Berkeley, Inc
Jon Hendrickson is a financial advisor at Berkeley, Inc. in Boise, ID, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with Berkeley, Inc. since 2004. Berkeley, Inc. provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a tactical asset-allocation approach combining passive index funds and ETFs with selected active funds and individual securities, serving clients with globally diversified portfolios through both long-term and shorter-term strategies.
Paul W
CFA®, Series 65
Boise, ID
Berkeley, Inc
Paul White is a CFA® charterholder and holds a Series 65 license, with 25 years of experience in the financial industry. He has been with Berkeley, Inc. since 2003, where he is part of a four-advisor team based in Boise, Idaho. Berkeley, Inc. offers personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a tactical asset-allocation approach combining passive index funds and ETFs with selective active funds and individual securities, managing over $570 million in discretionary assets while employing AI tools and offering alternative investments to qualified clients.
Megan P
CFP®
Boise, ID
Berkeley, Inc
Megan Parrish is a CFP® professional with two years of industry experience, currently serving as an advisor at Berkeley, Inc. in Boise, ID. She has been with Berkeley, Inc. since 2015, a firm that operates as a team of three advisors. Berkeley, Inc. provides personalized financial planning and discretionary investment management to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a tactical asset-allocation approach that combines passive index funds and ETFs with selected actively managed funds and individual securities, employing both long-term and shorter-term strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)