Paul Saad
Collabria Capital, Inc · San Ramon, California
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.
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Specialties
Who they serve
- Tech employees
- High earners
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 |
| Assets under management | $18.6M across 58 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA · CRD 4811313 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | collabriacapital.com |
| Profile |
How Paul's firm compares
- Ongoing planning starts at $7,200 a year, above the California median of $6,000 for fee-only firms that publish prices.
- Collabria Capital, Inc's average account is about $320,000, from its Form ADV (assets managed divided by 58 accounts).
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Questions about Paul
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Collabria Capital, Inc website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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