Parkside Advisors LLC, formerly Grubman Wealth Management, was established in 1996 by Charles Benziger and Audrey Grubman. The firm serves individuals, trusts, estates, corporations, and other entities, acting as a fiduciary committed to providing investment management services in the best interest of each client. Parkside offers Investment Management Services, creating and managing portfolios based on individual financial objectives and income tax considerations. The firm typically utilizes a diversified global asset allocation strategy with index-linked exchange-traded funds or mutual funds. Parkside may engage subadvisors for certain clients' portfolios. Financial Planning Services include comprehensive planning on various personal finance aspects, while Tax Planning services aim to help clients reduce tax liabilities. Parkside charges an annual fee based on a percentage of assets under management, with fees billed quarterly. Clients may negotiate fees based on engagement circumstances. The firm does not charge performance-based fees and primarily serves individuals, high-net-worth individuals, and corporations with investment assets of $2.0 million or more. Parkside's Investment Management Committee conducts security analysis for client accounts, with portfolios based on benchmark portfolios determined through financial planning discussions. The firm provides sustainable investment options and may engage in stock options strategies with client consent. Clients grant Parkside investment discretion through a limited power of attorney, allowing the firm to manage accounts. Parkside does not vote proxies for clients and recommends establishing accounts with Fidelity or Schwab. The firm does not receive commissions or compensation from sources other than clients.

North Berkeley Wealth Management, LLC, established in 2005, offers comprehensive financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm, wholly owned by Kate King, Brian Kozel, and Sam Wood-Bednarz, primarily charges a fee based on a percentage of assets under management. Clients grant the firm investment discretion, allowing North Berkeley to place trades on their behalf under a limited power of attorney. The firm does not act as a custodian of client assets, except in specific trustee situations. North Berkeley's investment strategies focus on long-term wealth building through well-managed companies, utilizing institutional mutual funds and exchange-traded funds. The firm conducts periodic reviews of client accounts, offers financial planning services, and may provide referrals to other professionals when needed. Fees are calculated based on a tiered structure, with a minimum quarterly fee of $2,500 for assets under $1 million. North Berkeley does not charge performance-based fees and has not been subject to disciplinary actions. The firm emphasizes transparency, integrity, and client-focused service in all dealings.

Elmwood Wealth Management is a financial advisory firm based in Berkeley, California. It currently has approximately $229,587,992 of assets under management and employs about 4 people. Elmwood Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and minimum fee requirements & portal fees.

Willow Grove Advisors, LLC is a Registered Investment Advisor established in 2009 by Keley R. Petersen and Jeff Petersen. The firm specializes in providing investment advisory services to individuals and high net worth clients on a discretionary basis. Willow Grove strictly offers fee-only investment advice, acting as a fiduciary to act in the best interest of clients. The firm manages $300,051,371 for approximately 187 client relationships as of January 01, 2025. The minimum initial investment for Willow Grove Investment Management accounts is $500,000. For diversified investment management accounts, fees are structured as follows: 1.10% for the first $1 million, decreasing for subsequent tiers. Fees are negotiable for accounts with a market value of $40 million or greater. Willow Grove may charge hourly fees ranging from $200 to $400 for specific projects. The firm does not engage in performance-based fees. Investment strategies include a range of securities such as exchange-listed securities, mutual fund shares, and interests in partnerships. Willow Grove employs fundamental and technical methods of investment analysis, focusing on long-term investment horizons. Clients are periodically reviewed, and detailed reports are provided quarterly. Willow Grove does not have custody of client assets, which are held at Fidelity Investments and Charles Schwab. The firm has investment discretion over client accounts, subject to client-imposed limitations. Willow Grove does not vote proxies for client securities. The firm and its supervised persons have no disciplinary actions or other business activities. Keley R. Petersen and Jeff Petersen oversee the firm's operations and compliance.

Honte Advisors LLC is a financial advisory firm based in Berkeley, California. It currently has approximately $170,038,748 of assets under management and employs about 7 people. Honte Advisors LLC uses a fee structure of a percentage of assets under your management, performance-based fees and performance allocation.

Clayton Partners LLC, a SEC-registered investment adviser based in Berkeley, CA, has been in operation since 2003. The firm primarily manages assets on a discretionary basis, focusing on equity and equity-related securities in U.S. and non-U.S. markets. Clayton offers its services to high-net-worth individuals, institutions, trusts, endowments, and pension plans. The firm's fee structure for Separate Accounts ranges from 0.70% to 1.8% per year based on assets under management, with negotiable fees for family accounts. The Fund managed by Clayton typically charges a 1% annual fee and a performance allocation of 20% of net profits. Clayton's investment strategies include long-term investments in quality businesses, short positions, arbitrage transactions, and option strategies. Clayton has a Code of Ethics that outlines standards of conduct for its personnel, ensuring compliance with fiduciary obligations and securities laws. The firm may engage solicitors for client referrals and pays cash or a portion of advisory fees for such referrals. Clayton has discretion in managing client accounts, with clients able to set investment objectives and restrictions. The firm votes proxies based on the best interests of clients and maintains a privacy policy to protect client information. Additionally, Clayton complies with the DOL's Prohibited Transaction Exemption 2020-02 for retirement accounts. Clients can contact Clayton for detailed information on its brokerage practices, trade error policy, and rollover IRA policy.