Danielle Beasley
Advisor at Berkeley, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Berkeley, Inc.
Location
Boise, ID 83703
Credentials
Series 63, Series 65
Industry experience
9 years
About
Danielle Beasley is a financial advisor at Berkeley, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Thrivent Financial, and Redwood Credit Union. 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 uses a tactical asset-allocation approach combining passive and active strategies, manages over $570 million in discretionary assets, and offers services such as AI-assisted meeting transcription and support with securities-backed lines of credit.
Expertise
Based on Berkeley, Inc.
General retirement planning
General tax planning
Wealth management
Retirement withdrawal strategies
Cash flow / budgeting
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
Location
3778 Plantation River Drive, Suite 102
Boise, ID 83703
Most active in
Danielle B has reported serving >5 clients in these states in the last 12 months.
Idaho
Work history
Berkeley, Inc.
2025 - Present (1 year)
Thrivent Financial
2025 - 2025 (1 year)
Thrivent Investment Management Inc
2025 - 2025 (1 year)
LPL Financial
2024 - 2025 (1 year)
Redwood Credit Union
2022 - 2025 (3 years)
CUSO Financial Services, LP
2022 - 2024 (2 years)
California Coastal Loans
2021 - 2022 (1 year)
CUSO Financial Services, Lp
2013 - 2021 (8 years)
Redwood Credit Union
2013 - 2021 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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