# Paul Saad

> Paul Saad is a fee-only financial advisor at Collabria Capital, Inc in San Ramon, California, who holds the CFP and MBA credentials. Paul charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $7,200 a year) and focuses on equity compensation, tax planning and retirement with concentrated positions.

Page: https://find.wellspent.co/advisors/paul-saad/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Collabria Capital, Inc
- **Based in:** San Ramon, California
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $7,200 a year
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $18.6M across 58 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Equity compensation, Tax planning, Retirement with concentrated positions
- **Works with:** Tech employees, High earners
- **CRD:** 4811313 (https://adviserinfo.sec.gov/individual/summary/4811313)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2004)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://collabriacapital.com

## Frequently asked questions

### Is Paul Saad a fee-only financial advisor?

Yes. Paul Saad is listed in the XY Planning Network directory (XYPN members are fee-only) and the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Paul's firm.

### How does Paul charge for financial advice?

Paul charges a flat fee or retainer and an ongoing planning fee.

### How much does Paul charge?

According to Collabria Capital, Inc's website, checked October 28, 2026: ongoing planning from $7,200 a year.

### Where is Paul Saad based?

Paul Saad is based in San Ramon, California.

### What does Paul specialize in?

Paul's specialties include equity compensation, tax planning and retirement with concentrated positions. Paul works with tech employees and high earners.

### What credentials does Paul Saad hold?

Paul Saad holds the CFP and MBA credentials.

### Is Paul Saad registered with the SEC?

Yes. Paul Saad is registered as an investment adviser representative in CA (CRD 4811313), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Collabria Capital, Inc manage?

Collabria Capital, Inc reports $18.6M across 58 accounts in assets under management.

### How do I contact Paul Saad?

Through Paul's website, collabriacapital.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/paul-saad-20670): XYPN members are fee-only
- NAPFA directory listing: NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.collabriacapital.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.