Keith Weissglass is a registered investment advisor at Effective Finance LLC, based in Berkeley, CA, with 2 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Effective Finance charges a recurring fixed fee for ongoing financial planning based on your net worth, paid quarterly or monthly in advance.
- $0-$500,000 — $3,000/year
- $500,001 - $1,000,000 — $4,000/year
- $1,000,001 - $2,000,000 — $6,000/year
- $2,000,001 - $5,000,000 — $8,000/year
- $5,000,001 - $10,000,000 — $12,000/year
- $10,000,000 and Above — $20,000/year
The final fee is negotiable and depends on your specific needs, complexity, and the resources required.
Effective Finance charges either a fixed or hourly fee for project-based financial planning. Fixed fees range from $500 to $10,000. The hourly rate is $250. The final fee is negotiable and depends on your specific needs, complexity, and the resources required.
Location
Berkeley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keith is a lecturer at the University of California at Davis since 2018, dedicating about 10-20% of their time. Keith is also the Director of Operations at Constellation Research Center, Inc., a nonprofit, which is a nearly full-time commitment, and an advisor for Overview Energy, Inc., spending minimal time.
Employment History
Current Registrations
Effective Finance LLC
State Registrations1 state
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