Tom Lo
Vested Financial Planning, LLC · San Carlos, California
Tom Lo is a fee-only financial advisor at Vested Financial Planning, LLC in San Carlos, California, who holds the CFP and MBA credentials. Tom charges an ongoing planning fee and focuses on equity compensation, tax planning and retirement with concentrated positions.
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Specialties
Who they serve
- Tech employees
Facts
| Firm | Vested Financial Planning, LLC |
|---|---|
| Based in | San Carlos, California |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $157.2M across 338 accounts |
| Credentials | CFP · MBA |
| Firm size | 1 employee |
| Website | vestedfinancialplanning.com |
| Profile |
How Tom's firm compares
- Vested Financial Planning, LLC's average account is about $465,000, from its Form ADV (assets managed divided by 338 accounts).
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Questions about Tom
Is Tom Lo a fee-only financial advisor?
Yes. Tom Lo is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only).
How does Tom charge for financial advice?
Tom charges an ongoing planning fee.
Where is Tom Lo based?
Tom Lo is based in San Carlos, California.
What does Tom specialize in?
Tom's specialties include equity compensation, tax planning and retirement with concentrated positions. Tom works with tech employees.
What credentials does Tom Lo hold?
Tom Lo holds the CFP and MBA credentials.
How much does Vested Financial Planning, LLC manage?
Vested Financial Planning, LLC reports $157.2M across 338 accounts in assets under management.
How do I contact Tom Lo?
Through Tom's website, vestedfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Vested Financial Planning, LLC 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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