Raymond Vo
DiversiFi Capital · Los Altos, California
Raymond Vo is a fee-only financial advisor at DiversiFi Capital in Los Altos, California, who holds the CFP credential. Raymond charges an ongoing planning fee and a percentage of assets (ongoing planning from $2,100 a year and one-time plans from $500) and focuses on equity compensation, tax planning and founders (pre-exit).
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Specialties
Who they serve
- Tech employees
- Executives
- Founders
- High earners
Facts
| Firm | DiversiFi Capital |
|---|---|
| Based in | Los Altos, California |
| Fee model | Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $2,100 a year · One-time plans from $500 |
| Accepting new clients | Yes |
| Assets under management | $671.4M across 966 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6145117 |
| Exams passed | Series 65 (2015) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.diversificapital.com |
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Questions about Raymond
Is Raymond Vo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raymond holds no broker registration, and DiversiFi Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Raymond charge for financial advice?
Raymond charges an ongoing planning fee and a percentage of assets.
How much does Raymond charge?
According to DiversiFi Capital's website, checked October 30, 2026: ongoing planning from $2,100 a year; one-time plans from $500.
Where is Raymond Vo based?
Raymond Vo is based in Los Altos, California.
What does Raymond specialize in?
Raymond's specialties include equity compensation, tax planning, founders (pre-exit) and retirement planning. Raymond works with tech employees, executives, founders and high earners.
What credentials does Raymond Vo hold?
Raymond Vo holds the CFP credential.
Is Raymond Vo registered with the SEC?
Yes. Raymond Vo is registered as an investment adviser representative in CA (CRD 6145117), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DiversiFi Capital manage?
DiversiFi Capital reports $671.4M across 966 accounts in assets under management.
How do I contact Raymond Vo?
Through Raymond's website, www.diversificapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- DiversiFi Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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