Advisor
Michael Troxell
Financial planning for folks with stock options and RSUs
Michael Troxell · Oakland, California
Fee-only verified Fiduciary State-registered CPA
Structured for AI ingestion
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About
Taxes, Investing, and Financial Planning all under one-roof for employees of tech companies that are compensated with stock options or RSUs. A fee-only firm that leads with education first.
Who they serve
- High earners
- HENRY (high earner, not rich yet)
- Executives
- Founders
- Retirees
- Pre-retirees
- Early-career professionals
Services
- 401(k) & IRA Management
- Wealth Management
- Tax Strategy
- Stock Option Planning
- Retirement Planning
- Portfolio Rebalancing
- Philanthropic Planning
- Liquidity & Exit Planning
- Investment Management
- Insurance Planning
- Financial Planning
- College/Education Planning
- Charitable Giving
- ESG/Impact Investing
- Individual Tax Services
- Portfolio Management
Structured record
| Name | Michael Troxell |
|---|---|
| Firm | Michael Troxell |
| Location | Oakland, California |
| Fee model | Hourly Rate · Percentage of Assets (AUM) · Flat Fee/Retainer |
| AUM | $25M - $100M |
| Founded | 2018 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Credentials | CPA |
| Designations | CPA (Certified Public Accountant) · Series 65 |
| Investment approach | Passive management |
| Website | www.modernfp.com |
| https://www.linkedin.com/in/miketroxell/ |
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Specialties
- Small business owners
- Retirement planning
- Equity compensation
- Sustainable & impact investing