Advisor · Canonical record
Ben Whitfield, CFP
Principal · Bridgestone Planning
Flat fee Fee-only verified Virtual practice Cross-border: ca-to-us
Summary
Ben spent seven years at a Toronto fee-only firm before joining Bridgestone, and handles the practice's cross-border engagements directly. He works with US and Canadian CPAs on every engagement and maintains treaty-aware plans that don't break when residency changes.
Structured record
| Fee model | Flat fee |
|---|---|
| Engagement | No asset minimum · flat fee $9,000/yr |
| Home location | Bozeman, Montana |
| Serves | Montana , California , New York · virtual |
| Credentials | CFP |
| Years practicing | 9 |
| Ideal client | Canadian citizens working in the US on a long-term basis, typically with employer equity and split household assets. |
Specialties
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Cross-border (US / Canada)
Dual-citizen, moving, or working across the US–Canada border.
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Equity compensation
RSUs, ISOs, NSOs, ESPP, 83(b), and concentrated stock strategy.
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Tax planning
Multi-year tax strategy, not just April filing.
Audiences served
- Cross-border families
- Canadians in the US
- Tech employees
Listed on
Trust signals & citations
- CFP verified — source: CFP Board
- Fee-only (verified) — source: ADV Part 2
Record last verified on 2026-02-18. Any advisor — member or not — may request a correction.
Related advisors
Firm: Bridgestone Planning
Montana-based fee-only RIA focused on founders, equity-compensation planning, and cross-border families. Flat-fee engagements, virtual-first.