Fee-only adviser · Berkeley, CA
Topel & Distasi Wealth Management, LLC
Topel & Distasi Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Berkeley, California. On its latest Form ADV, filed March 12, 2026, it reports $312M in regulatory assets under management, 223 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 285538 · SEC file 801-120715 |
| Office | 2907 Claremont Avenue, Suite 111 Berkeley, CA 94705 |
| Phone | (510) 898-1270 |
| Website | www.td-wm.com |
| Regulatory assets under management | $312M |
| Individual clients | 118 non-high-net-worth, 105 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 12, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Berkeley
- North Berkeley Wealth Management, LLC $830M
- Blume Capital Management, Inc. $857M
- Elmwood Wealth Management $478M
- Willow Grove Advisors, LLC $370M
- Effective Assets $165M
- RO2 Wealth $2.1M
See all 10 fee-only advisers in Berkeley →
Nearby
- Albany 2 firms
- Emeryville 2 firms
- Orinda 5 firms
- Oakland 17 firms
- El Cerrito 1 firm
- Alameda 2 firms
- Lafayette 10 firms
- Moraga 4 firms
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