Advisor
401 Financial
The right now adviser for the next-gen investor.
401 Financial · San Diego, California
Fee-only verified Fiduciary State-registered CFP
Structured for AI ingestion
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About
401 Financial is an advice only RIA that specializes in cryptoassets, financial planning, financial coaching and business planning. We provide a digital first experience that is personalized with real-time insights and feedback.
Who they serve
- HENRY (high earner, not rich yet)
- High earners
- Founders
- Early-career professionals
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Cash Flow Planning
- Debt Management
- College/Education Planning
- Education Planning
- Estate Planning
- Financial Planning
- Financial Advice & Coaching
- Individual Tax Services
- Insurance Planning
- Investment Management
- Portfolio Management
- Risk Management
- Stock Option Planning
- Wealth Management
Structured record
| Name | 401 Financial |
|---|---|
| Firm | 401 Financial |
| Location | San Diego, California |
| Fee model | Hourly Rate · Subscription · One-Time Financial Planning Fee |
| AUM | $25M - $100M |
| Founded | 2022 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Designations | CFP (Certified Financial Planner) · Series 7 · Series 66 |
| Investment approach | Blend of both |
| Website | 401Financial.co |
| /401financial/ |
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Specialties
- Crypto & digital assets
- Small business owners