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BEST RATED BERKELEY, CA FINANCIAL SERVICES

3 Best Financial Services in Berkeley, CA

Expert-recommended Top 3 Financial Services in Berkeley, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Fruition Advisors LLC - Berkeley, CA Financial Services - Portrait
Fruition Advisors LLC - Berkeley, CA Financial Services - Company Logo
5+ YEARS IN TBR
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FRUITION ADVISORS LLC

(4.9 Score)
1159 Keith Avenue,
Berkeley, CA 94708 Directions

Since 2013

Specialty:

✓Financial Planning ✓Tax Planning ✓Estate Planning ✓Retirement Planning ✓Cash Flow ✓Budgeting ✓Savings ✓Investing ✓Employee Benefits ✓Real Estate ✓Education ✓Insurance Analysis ✓Education Planning ✓Charitable Giving ✓Investment Management

"Fruition Advisors LLC's goal is to completely understand each client’s unique financial circumstances. Their approach is to carefully analyze clients’ finances, provide individualized recommendations to help clients meet their financial objectives, and monitor progress. Alison Davies is the founder of Fruition Advisors LLC. She has a comprehensive knowledge of financial planning and investment management issues, having worked closely with individuals and families to find personalized solutions for simple to complex financial challenges. Alison Davies earned a Bachelor’s degree in American Studies from Williams College in 2000 and a Master’s degree in Literature from the University of California, Santa Cruz in 2005. She also holds a Certificate of Completion from the Professional Sequence in Personal Financial Planning Program at the University of California, Berkeley Extension, a Series 65 license from the Securities and Exchange Commission (SEC), and is a member of the Financial Planning Association (FPA) East Bay Chapter.

2026 Highlights: Fruition Advisors LLC offers both a personal and professional endeavor and they seek to develop long-term relationships with clients as they move through life’s evolving stages."

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License CRD #167022

Price:

Annual Fee 1.00% For Assets Under Management Upto $1,000,000
Annual Fee 0.85% For Assets Under Management
Next $1,000,000
Annual Fee 0.65% For Assets Under Management
Above $2,000,000

Contact:

(510) 507-2220

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Topel & DiStasi Wealth Management, LLC - Berkeley, CA Financial Services - Portrait
Topel & DiStasi Wealth Management, LLC - Berkeley, CA Financial Services - Professional Portrait Image
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TOPEL & DISTASI WEALTH MANAGEMENT, LLC

(4.8 Score)
2907 Claremont Avenue, Suite 111,
Berkeley, CA 94705 Directions

Since 2010

Specialty:

✓Cash-flow Analysis ✓Budgeting ✓Investment Analysis ✓Retirement Planning ✓Tax Planning ✓Employee Benefits ✓Education Planning ✓Insurance/Risk Management ✓Estate Planning ✓Charitable Giving Strategies ✓Portfolio Analysis and Construction ✓Personalized Risk-tolerance Assessment ✓Regular Portfolio Rebalancing and Review ✓Tax Sensitivity Consideration

“2026 Highlights: Topel & DiStasi Wealth Management, LLC advisors create and implement customized financial plans based on the proper understanding of their clientele’s values, beliefs, and priorities. Jarrett Topel and Gavin DiStasi are co-founders of Topel & DiStasi Wealth Management. Jarrett Topel is a CERTIFIED FINANCIAL PLANNER™, and Gavin DiStasi is a Certified Divorce Financial Analyst®, Certified Estate & Trust Specialist™. They constantly strive to provide access to low-cost, tax-efficient, and widely diversified investments for their client accounts.”

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License CRD #285538

Price:

Financial Planning And Consulting Hourly Fee Upto $300
Financial Planning And Consulting Flat Fees Upto $10,000

Contact:

(510) 898-1270

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Affinity Capital Advisors LLC - Berkeley, CA Financial Services - Portrait
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AFFINITY CAPITAL ADVISORS LLC

(4.8 Score)
825 Page Street,
Berkeley, CA 94710 Directions

Since 2015

Specialty:

✓Wealth Management ✓Comprehensive Financial Planning ✓Retirement Planning ✓Tax Planning ✓Estate Planning ✓College Savings Planning

“2026 Highlights: Affinity Capital Advisors LLC's main objective is to distill complexity into efficient, actionable plans that are simple to follow and built to endure change in the real world. Sean Kenmore is the Founder and Managing Partner of Affinity Capital Advisors LLC. He is a Certified Financial Planner and California-licensed real estate broker. Affinity Capital Advisors LLC focuses on building cohesive strategies that integrate planning, investments, taxes, and real-world considerations into a framework that is simple to understand and easy to maintain.”

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License CRD #166226

Price:

Tax Planning And Preparation Hourly Rate Upto $500
Retirement Plan Consulting Hourly Fee Upto $500
Retirement Plan Consulting Flat Fees
From $750
Upto $30,000

Contact:

(510) 984-0261

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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FRUITION ADVISORS LLC REVIEWS

Alison is smart, calm, and knowledgeable and asks good questions to understand where you are currently as well as your short-term and long-term goals and objectives. She helped us navigate a clear path through what has always felt like slog to me. She helped us analyze our various investment vehicles and calculate scenarios for retirement. She listened to us and outlined strategies that align with our values and priorities. Alison guided us through talking about things that we don't often think about in a way that was both caring and practical, and explained the changes we could make to retirement accounts and insurance to give us better peace of mind. She is detail-oriented, informative, and keeps the client's big picture in mind.

Fruition Advisors is a welcome refuge from all the companies out there who want to sell you financial products and services of dubious value. I trust Alison with my financial affairs 100%. She is transparent and honest and once you talk with her you know she has your best interests at heart. My main concern in the last few years has been to save for a down payment on a house in the East Bay, and she helped me make a plan to accomplish this. She has also advised my husband and I on a wide range of issues including budgeting, debt management, college savings options for our two young children, employee benefits choices, retirement, and estate planning for my elderly parents. No financial question is out of her reach.

Alison has been helping us with our finances for the past three years. I definitely recommend her to anyone looking to get their finances in order. She takes a 360-degree view and assesses your income, monthly spending, savings, investments, and short and long-term plans, including estate planning. She offers her expertise and makes sure you understand and are comfortable with all decisions before moving forward. Alison is a great communicator, very responsive, and extremely organized. We are so happy to work with her.

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TOPEL & DISTASI WEALTH MANAGEMENT, LLC REVIEWS

Whenever I go in for some advice, they always have the information readily available. They are a professional team and they also have an understanding of the emotional component of investing. I have been very pleased with the success of my investments and the kindness with which they explain their position and listen to my concerns I am grateful for the handholding and their professionalism - it's a perfect combination.

I consistently receive wonderful customer service from everyone in the office. They are responsive, knowledgeable and nice. I feel confident heeding the advice of the whole team when it comes to managing my finances and am grateful to have them helping me in this area of my life.

I wholeheartedly recommend Jarrett Topel for guidance on your complex wealth management issues. Jarrett is wise, articulate, realistic and astute.

AFFINITY CAPITAL ADVISORS LLC REVIEWS

Sean Kenmore and his team at ACA had long advised my parents, and for a few years now, have been advising my family, on all things financial. Everyone at ACA is very responsive, highly professional, and quite easy to work with. I've never had a financial advisor before this, but I'm so very glad I came across ACA. Highly recommend.

Several years ago, my wife and I decided that now that we are retired, we needed a financial advisor. After a tedious search, we chose ACA after meeting Robby, one of the managing partners. Robby has had a significant positive impact on our own and family’s lives beyond the financial returns.

TBR® Inspection Score Report

FRUITION ADVISORS LLC Total Inspection Points: 117/120
Experience: 8
Business Images: 9
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Pricing: 10
Reviews Accuracy of : 10
Website Source: 10

TBR® Inspection Score Report

TOPEL & DISTASI WEALTH MANAGEMENT, LLC Total Inspection Points: 116/120
Acknowledgments: 8
Business Images: 9
Experience: 9
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Standard: 10

TBR® Inspection Score Report

AFFINITY CAPITAL ADVISORS LLC Total Inspection Points: 115/120
Acknowledgments: 8
Experience: 8
Complete Info: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10