# Fee-only financial advisors for tech employees

> Tech-industry employees (engineers, PMs, designers) often have a compensation mix that's more equity than cash. Planning for this audience centers on equity exercise and sale strategy, tax coordination, and diversification discipline as company stock becomes a larger share of household wealth.

The Wellspent public graph lists 491 fee-only financial advisors who work with tech employees at 257 firms, most in San Francisco, Scottsdale and San Diego. 53% hold the CFP certification. Of the 490 with fees on file, 84% charge percentage of assets.

Page: https://find.wellspent.co/audiences/tech-employees/
491 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Annette Di Bello](https://find.wellspent.co/advisors/annette-di-bello.md) | Di Bello Financial | Mission Viejo, California | CFP, CPA, PFS™ | Percentage of assets |
| [Anthony Syracuse](https://find.wellspent.co/advisors/anthony-syracuse.md) | Dynamic Financial Planning, LLC | Scottsdale, Arizona | CFP | One-time planning fee, Hourly, Percentage of assets, Flat fee or retainer |
| [Jane Mepham](https://find.wellspent.co/advisors/jane-mepham.md) | Elgon Financial Advisors | Austin, Texas | CFP, MSC | Percentage of assets, One-time planning fee, Subscription, Hourly |
| [Michal Skowronski](https://find.wellspent.co/advisors/michal-skowronski.md) | Skylark Wealth, LLC | San Francisco, California | CFP | Percentage of assets, Flat fee or retainer |
| [Aaron Hatch](https://find.wellspent.co/advisors/aaron-hatch.md) | Woven Capital | Redding, California | CFP | Percentage of assets, One-time planning fee |
| [Alvin Carlos](https://find.wellspent.co/advisors/alvin-carlos.md) | District Capital Management | Washington, District of Columbia | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Chao Zhang](https://find.wellspent.co/advisors/chao-zhang.md) | Think Different Wealth Advisors LLC | Allen, Texas | CFA, CFP, MBA | Percentage of assets |
| [Charles Stermetz](https://find.wellspent.co/advisors/charles-stermetz.md) | Equity For The Win (EquityFTW) | San Jose, California | CEP, CFP | Hourly, Fixed fees |
| [Didi Chen](https://find.wellspent.co/advisors/didi-chen.md) | Everleap Financial Planning | Newcastle, Washington | CFP, CFA | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Emily Rassam](https://find.wellspent.co/advisors/emily-rassam.md) | Archer Investment Management | Austin, Texas | AIFA, CDAA, CFP, CRPS | Percentage of assets |
| [Gabriel Kaplan](https://find.wellspent.co/advisors/gabriel-kaplan.md) | Wealth Habits | White Plains, New York | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee |
| [Glen Monroe](https://find.wellspent.co/advisors/glen-monroe.md) | Monroe Wealth Management | San Francisco, California | CFP | Percentage of assets, Ongoing planning fee |
| [Greg Gorski](https://find.wellspent.co/advisors/greg-gorski.md) | Owl & Ore Wealth Planning | Pleasant Hill, California | CFP | Percentage of assets, Ongoing planning fee |
| [Hui-chin Chen](https://find.wellspent.co/advisors/hui-chin-chen.md) | Jade & Cowry | Arlington, Virginia | CFP | Flat fee or retainer, Ongoing planning fee, Hourly |
| [Jim Pan](https://find.wellspent.co/advisors/jim-pan.md) | Panorama Financial Planning | Vancouver, British Columbia | CFP, MFA-P | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Jirayr Kembikian](https://find.wellspent.co/advisors/jirayr-kembikian.md) | Citrine Capital | San Francisco, California | CFP | Ongoing planning fee |
| [Jordan Banning](https://find.wellspent.co/advisors/jordan-banning.md) | Crafted Financial Planning | Glendale, Arizona | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Kiersten Peshek](https://find.wellspent.co/advisors/kiersten-peshek.md) | Citrine Capital | Columbus, Georgia | CFP | Ongoing planning fee |
| [Linda Rogers](https://find.wellspent.co/advisors/linda-rogers.md) | Planning Within Reach | Virginia Beach, Virginia | CFP, EA, MSBA | Percentage of assets, One-time planning fee |
| [Liz Plot](https://find.wellspent.co/advisors/liz-plot.md) | Primas Financial Planning | Columbia, Maryland | CFP, ChFC, AFC, EA | Ongoing planning fee, One-time planning fee |
| [Malissa Marshall](https://find.wellspent.co/advisors/malissa-marshall.md) | Soaring Wealth LLC | Bristol, Vermont | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Mark Stancato](https://find.wellspent.co/advisors/mark-stancato.md) | VIP Wealth Advisors | Decatur, Georgia | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| [Matt Cooley](https://find.wellspent.co/advisors/matt-cooley.md) | Inspire Wealth Partners | Boise, Idaho | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Matthew Showley](https://find.wellspent.co/advisors/matthew-showley.md) | Creative Capital Management Investments LLC | San Diego, California | CFP, MBA, BFA, CeFT, CPA | Percentage of assets, Hourly |
| [Mike Morton](https://find.wellspent.co/advisors/mike-morton.md) | Morton Financial Advice | Harvard, Massachusetts | CFP, ChFC, RLP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Nick Foy](https://find.wellspent.co/advisors/nick-foy.md) | Greenway Wealth Advisors, LLC | Charlotte, North Carolina | CFP | Percentage of assets, Ongoing planning fee |
| [Rachael Levine](https://find.wellspent.co/advisors/rachael-levine.md) | Peltoma Capital Partners | Austin, Texas | CFP | Flat fee or retainer, Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Rebecca Jackson](https://find.wellspent.co/advisors/rebecca-jackson.md) | SeedSafe Financial | Austin, Texas | CFP, CPA, PFS, RLP | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |
| [Robert Persichitte](https://find.wellspent.co/advisors/robert-persichitte.md) | Delagify Financial | Arvada, Colorado | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Sean Lovison](https://find.wellspent.co/advisors/sean-lovison.md) | Purpose Built Financial Services, LLC | Moorestown, New Jersey | CFP, CPA | Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Sefa Mawuli](https://find.wellspent.co/advisors/sefa-mawuli.md) | Jade & Cowry | Arlington, Virginia | CFP | Flat fee or retainer, Ongoing planning fee, Hourly |
| [Sheila McGinn](https://find.wellspent.co/advisors/sheila-mcginn.md) | Brightview Financial Solutions, LLC | Redwood City, California | CFP | Percentage of assets, Hourly |
| [Stu Sneen](https://find.wellspent.co/advisors/stu-sneen.md) | TwoTen Planning PLLC | Austin, Texas | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Tommy Lopez](https://find.wellspent.co/advisors/tommy-lopez.md) | Coffeehouse Capital LLC \| Financial Planning and Wealth Management | Fresno, California | CFP, CRPC | Hourly, One-time planning fee |
| [Travis Tracy](https://find.wellspent.co/advisors/travis-tracy.md) | Fortitude Financial Planning, LLC | Raleigh, North Carolina | CFP, EA, JD | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Alan Nelson](https://find.wellspent.co/advisors/alan-nelson.md) | Measured Money Maneuvers LLC | Solana Beach, California | CFP, ChFC, MBA | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Alex Crouch](https://find.wellspent.co/advisors/alex-crouch.md) | Tech Financial Planning | Spring Hill, Tennessee | CFP | Percentage of assets, Ongoing planning fee |
| [Ariadne Horstman](https://find.wellspent.co/advisors/ariadne-horstman.md) | Tamarind Financial Planning | Palo Alto, California | CFP, RLP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Bob Wolfe](https://find.wellspent.co/advisors/bob-wolfe.md) | HealthyFP | Conshohocken, Pennsylvania | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Chloe Moore](https://find.wellspent.co/advisors/chloe-moore.md) | Financial Staples | Atlanta, Georgia | CFP | Ongoing planning fee, Flat fee or retainer |
| [Cole Williams](https://find.wellspent.co/advisors/cole-williams.md) | Vessel Financial Planning | Plano, Texas | BFA, CFP, CIMA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Daniel Frankel](https://find.wellspent.co/advisors/daniel-frankel.md) | WealthCollab | Bellevue, Washington | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [David Uhlmann](https://find.wellspent.co/advisors/david-uhlmann.md) | Synergos Advisory LLC | Seattle, Washington | AAMS, CFP, MS, APMA | Flat fee or retainer, Ongoing planning fee |
| [Emilie Goldman](https://find.wellspent.co/advisors/emilie-goldman.md) | Tamarind Financial Planning | Palo Alto, California | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Eric Franklin](https://find.wellspent.co/advisors/eric-franklin.md) | Prospero Wealth | Seattle, Washington | CFP | Percentage of assets, Hourly, One-time planning fee |
| [Ethan Pepper](https://find.wellspent.co/advisors/ethan-pepper.md) | Orchard City Wealth Management, LLC | Los Gatos, California | CFP, EA, RLP | Flat fee or retainer, Ongoing planning fee |
| [Gabriel Motta](https://find.wellspent.co/advisors/gabriel-motta.md) | Inclinevest® | Plano, Texas | CFP, MBA | Percentage of assets, One-time planning fee |
| [Greg Crofton](https://find.wellspent.co/advisors/greg-crofton.md) | Adap Tax Financial, Inc. | Pleasanton, California | CFP, EA | Hourly, Flat fee or retainer, One-time planning fee, Percentage of assets |
| [Gustaf Rounick](https://find.wellspent.co/advisors/gustaf-rounick.md) | Westlight Wealth | Venice, California | BA, CFP, MSC | Percentage of assets, Ongoing planning fee |
| [Jeff Burke](https://find.wellspent.co/advisors/jeff-burke.md) | 7th Street Financial | Chaska, Minnesota | CFP | Ongoing planning fee, Hourly, One-time planning fee |
| [Jessica Merino](https://find.wellspent.co/advisors/jessica-merino.md) | Merino Wealth Management | Chicago, Illinois | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Joe Forish](https://find.wellspent.co/advisors/joe-forish.md) | Fortrove Partners | New York, New York | CFP, CFA | Percentage of assets, Ongoing planning fee |
| [Matthias Giezendanner](https://find.wellspent.co/advisors/matthias-giezendanner.md) | San Francisco Wealth Planning LLC | Petaluma, California | CFP, EA | Percentage of assets, Ongoing planning fee |
| [Paul Carriere](https://find.wellspent.co/advisors/paul-carriere.md) | Carriere Financial Planning | Colorado Springs, Colorado | CFP | Percentage of assets, Flat fee or retainer |
| [Rachel Lawrence](https://find.wellspent.co/advisors/rachel-lawrence.md) | Reverie Wealth | Rochester, New Hampshire | CFP, MSFP | Ongoing planning fee, One-time planning fee, Hourly |
| [Robinson Crawford](https://find.wellspent.co/advisors/robinson-crawford.md) | Montebello Avenue | Phoenix, Arizona | CFP | Flat fee or retainer, Percentage of assets |
| [Said Israilov](https://find.wellspent.co/advisors/said-israilov.md) | Israilov Financial | San Francisco, California | CFP | Percentage of assets, One-time planning fee |
| [Spenser Liszt](https://find.wellspent.co/advisors/spenser-liszt.md) | Motif Planning | Dallas, Texas | CFP | Flat fee or retainer, Ongoing planning fee |
| [Sridhar Krishnan](https://find.wellspent.co/advisors/sridhar-krishnan.md) | Encover Personal Finance LLC | Fremont, California | BS, CFP, MBA | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Steve Engle](https://find.wellspent.co/advisors/steve-engle.md) | Asbury Capital | Glen Mills, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [T.J. van Gerven](https://find.wellspent.co/advisors/tj-van-gerven.md) | Memento Financial Planning | Boston, Massachusetts | CFP | Percentage of assets, Ongoing planning fee |
| [Theodore van Gerven](https://find.wellspent.co/advisors/theodore-van-gerven.md) | Memento Financial Planning | Boston, Massachusetts | CFP | Percentage of assets, Ongoing planning fee |
| [Tim Witham](https://find.wellspent.co/advisors/tim-witham.md) | Balanced Life Planning LLC | Villa Hills, Kentucky | CFP | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Valerie Rivera](https://find.wellspent.co/advisors/valerie-rivera.md) | FirstGen Wealth | Chicago, Illinois | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Will Steinberger](https://find.wellspent.co/advisors/will-steinberger.md) | Think Different Financial Planning | Menlo Park, California | CFP | Ongoing planning fee |
| [Aaron Brickley](https://find.wellspent.co/advisors/aaron-brickley.md) | Brickley Wealth Management | San Mateo, California | CFP, CPWA | Percentage of assets |
| [Ally Jane Ayers](https://find.wellspent.co/advisors/ally-jane-ayers.md) | Brooklyn FI, LLC | Brooklyn, New York | CFP, EA | Percentage of assets, Ongoing planning fee |
| [Andrew Mastro](https://find.wellspent.co/advisors/andrew-mastro.md) | Wrought Financial Planning | Haddonfield, New Jersey | CFP, CFA | Ongoing planning fee, Flat fee or retainer |
| [Brian Canning](https://find.wellspent.co/advisors/brian-canning.md) | Brave New Wealth | Westlake Village, California | AIFA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Chris Arnold](https://find.wellspent.co/advisors/chris-arnold.md) | Refresh Wealth | University City, Missouri | CFP | Percentage of assets, Ongoing planning fee |
| [Chris Ferris](https://find.wellspent.co/advisors/chris-ferris.md) | Ryan Lamontagne Inc. | Ottawa, Ontario | CFP, CFA | One-time planning fee, Percentage of assets, Ongoing planning fee, Hourly |
| [Chris Ryan](https://find.wellspent.co/advisors/chris-ryan.md) | Ryan Lamontagne Inc. | Ottawa, Ontario | CFP, CFA | One-time planning fee, Percentage of assets, Ongoing planning fee, Hourly |
| [Dana Menard](https://find.wellspent.co/advisors/dana-menard.md) | Twin Cities Wealth Strategies, Inc. | Maple Grove, Minnesota | CFP, RLP | Flat fee or retainer, Percentage of assets |
| [Deirdre Hegarty](https://find.wellspent.co/advisors/deirdre-hegarty.md) | Branch & Bloom Financial Planning, LLC | Menlo Park, California | CFP | One-time planning fee, Ongoing planning fee, Hourly, Flat fee or retainer |
| [Donovan Brooks](https://find.wellspent.co/advisors/donovan-brooks.md) | Prospurpose Wealth | Saint Joseph, Missouri | CFP | Ongoing planning fee |
| [Ian Wild](https://find.wellspent.co/advisors/ian-wild.md) | All-Pro Advisors LLC | Gibsonia, Pennsylvania | CFP | Percentage of assets |
| [James Sweeney](https://find.wellspent.co/advisors/james-sweeney.md) | SwitchPoint Financial Planning LLC | Lehi, Utah | CFA, CFP, MBA, MS, Retirement Management Advisor | Flat fee or retainer, Ongoing planning fee |
| [Jason Hoffman](https://find.wellspent.co/advisors/jason-hoffman.md) | LGBTQ Wealth Planning LLC | Austin, Texas | CFP, EA | Flat fee or retainer, Ongoing planning fee, Hourly |
| [Josh Radman](https://find.wellspent.co/advisors/josh-radman.md) | Presidio Advisors LLC | Boulder, Colorado | CFP, MBA, EA | Flat fee or retainer |
| [Justin Green](https://find.wellspent.co/advisors/justin-green.md) | Assist FP | Marlborough, Massachusetts | CFP, MSFP | One-time planning fee |
| [Kelly Klingaman](https://find.wellspent.co/advisors/kelly-klingaman.md) | Kelly Klingaman Financial Planning | Austin, Texas | CFP, RLP | Ongoing planning fee, Flat fee or retainer |
| [Kevin Michels](https://find.wellspent.co/advisors/kevin-michels.md) | Medicus Wealth Planning, Inc. | Draper, Utah | CFP | Percentage of assets, Hourly, One-time planning fee |
| [Kris Draper](https://find.wellspent.co/advisors/kris-draper.md) | Northern Lights Advisors Inc | Seattle, Washington | CFP | Percentage of assets, Ongoing planning fee |
| [Martin Lundgren](https://find.wellspent.co/advisors/martin-lundgren.md) | Northern Lights Advisors Inc. | Seattle, Washington | CFA, CFP | Percentage of assets, Ongoing planning fee |
| [Matt Garasic](https://find.wellspent.co/advisors/matt-garasic.md) | Unrivaled Wealth Management | Salem, Ohio | CFP | Percentage of assets |
| [Michael Garber](https://find.wellspent.co/advisors/michael-garber.md) | Michael Garber Financial Planning | Cupertino, California | CFP, CRTP, MSEE | Flat fee or retainer, Ongoing planning fee |
| [Nicholas Faulkner](https://find.wellspent.co/advisors/nicholas-faulkner.md) | Testament Wealth Management | Cary, North Carolina | CFP | Percentage of assets, Flat fee or retainer |
| [Nicola Cyr](https://find.wellspent.co/advisors/nicola-cyr.md) | Five8 Financial LLC | Rogers, Arkansas | CFP, EA | Percentage of assets |
| [Paul Saad](https://find.wellspent.co/advisors/paul-saad.md) | Collabria Capital, Inc | San Ramon, California | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| [Riley Hale](https://find.wellspent.co/advisors/riley-hale.md) | Riley | American Fork, Utah | CFP | Percentage of assets |
| [Shane Mason](https://find.wellspent.co/advisors/shane-mason.md) | Brooklyn FI | Brooklyn, New York | CFP, CPA/PFS, CPWA, EA, RLP, CPA, PFS | Percentage of assets, Ongoing planning fee |
| [Shirley Stacy Sanchez](https://find.wellspent.co/advisors/shirley-stacy-sanchez.md) | Pioneer Wealth Management Group | Austin, Texas | CFP, MS, AAMS, CRPS, CGMA, CPA | Flat fee or retainer, Hourly |
| [Todd Moritz](https://find.wellspent.co/advisors/todd-moritz.md) | White Turf Financial | St Paul, Minnesota | BBA, CFP, CPA/PFS, CPA, PFS | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Trevor Ausen](https://find.wellspent.co/advisors/trevor-ausen.md) | Authentic Life Financial Planning | Minneapolis, Minnesota | CFP, RICP | One-time planning fee, Ongoing planning fee, Percentage of assets |
| [Zack Gutches](https://find.wellspent.co/advisors/zack-gutches.md) | True Riches Financial Planning | Denver, Colorado | CFP, CPA | Flat fee or retainer |
| [Ann Shubert](https://find.wellspent.co/advisors/ann-shubert.md) | Equila Financial, LLC | Albuquerque, New Mexico | CFP, MBA | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Benjamin Yeung](https://find.wellspent.co/advisors/benjamin-yeung.md) | Seaborn Financial, LLC | Austin, Texas | CFP | Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Britton Gregory](https://find.wellspent.co/advisors/britton-gregory.md) | Seaborn Financial, LLC | Austin, Texas | CFP | Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Carla Adams](https://find.wellspent.co/advisors/carla-adams.md) | Ametrine Wealth | Lake Orion, Michigan | CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Dwayne Reinike](https://find.wellspent.co/advisors/dwayne-reinike.md) | Valiant Financial Planning | Kirkland, Washington | CFP, ChFC | Flat fee or retainer, One-time planning fee |
| [Gerry Barrasso](https://find.wellspent.co/advisors/gerry-barrasso.md) | United Financial Planning Group | Hauppauge, New York | CFP, CPA, MBA, PFS | Percentage of assets, Hourly, Fixed fees |
| [Heather Comella](https://find.wellspent.co/advisors/heather-comella.md) | Folsom Wealth Advisors | Folsom, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jacob Milder](https://find.wellspent.co/advisors/jacob-milder.md) | Oak Street Investments | Greenwood Village, Colorado | CFP, ChFC, EA | Flat fee or retainer, Ongoing planning fee |
| [Jose Vivero](https://find.wellspent.co/advisors/jose-vivero.md) | United Financial Planning Group, LLC | New York, New York | CFP, ChFC, CLU, RICP, EA, CPA/PFS | Percentage of assets, Hourly, Fixed fees |
| [Kimberly Keesler Herrera](https://find.wellspent.co/advisors/kimberly-keesler-herrera.md) | Tessara Wealth | Burlingame, California | MBA, CFP, ChFC, RICP | Percentage of assets, Hourly, Fixed fees |
| [Lucas Casarez](https://find.wellspent.co/advisors/lucas-casarez.md) | Level Up Financial Planning | Timnath, Colorado | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Maria Castillo Dominguez](https://find.wellspent.co/advisors/maria-castillo-dominguez.md) | Valoria Wealth Management | Cooper City, Florida | CFP, EA | Flat fee or retainer, Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Meredith Schneider](https://find.wellspent.co/advisors/meredith-schneider.md) | Schneider Wealth Management | Palo Alto, California | BA, CFP | Percentage of assets, Fixed fees |
| [Michael Zung](https://find.wellspent.co/advisors/michael-zung.md) | Java Wealth Planning | Lees Summit, Missouri | CFP | Flat fee or retainer |
| [Natalie Taylor](https://find.wellspent.co/advisors/natalie-taylor.md) | The Goodland Group | Goleta, California | CFP, TPCP | Ongoing planning fee, Percentage of assets, One-time planning fee, Hourly |
| [Ryan Derousseau](https://find.wellspent.co/advisors/ryan-derousseau.md) | United Financial Planning Group | Hauppauge, New York | CFP, EA | Percentage of assets, Hourly, Fixed fees |
| [Sarah Maitre](https://find.wellspent.co/advisors/sarah-maitre.md) | Camriel Advisors | Mount Shasta, California | CFP, CFA | Ongoing planning fee |
| [Bridget Grimes](https://find.wellspent.co/advisors/bridget-grimes.md) | WealthChoice LLC | Coronado, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [James Hindes](https://find.wellspent.co/advisors/james-hindes.md) | Xena Financial Planning | Seattle, Washington | CFP, MBA, RICP, MSFP, RLP | Percentage of assets, Ongoing planning fee |
| [Jamieson Hopp](https://find.wellspent.co/advisors/jamieson-hopp.md) | Millennial Wealth, LLC | Bellevue, Washington | CFP, BFA, CBDA, CEPA, CPWA, ECA | Percentage of assets, Hourly, Fixed fees |
| [Jay Lee](https://find.wellspent.co/advisors/jay-lee.md) | Ballaster Financial | Jersey City, New Jersey | CFA, CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Larry Koeppel](https://find.wellspent.co/advisors/larry-koeppel.md) | Digital Wealth, LLC | Marina Del Rey, California | CFP, MBA | Percentage of assets, Ongoing planning fee |
| [Matt Bierwirth](https://find.wellspent.co/advisors/matt-bierwirth.md) | Resource Design, Inc. | Fort Collins, Colorado | CFP, MBA | Percentage of assets, Ongoing planning fee |
| [Matt Pruitt](https://find.wellspent.co/advisors/matt-pruitt.md) | Exhale Wealth Management, LLC | Minneapolis, Minnesota | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Matthew Stebnicki](https://find.wellspent.co/advisors/matthew-stebnicki.md) | Stebnicki Financial Planning LLC | San Francisco, California | CFP, MBA | Hourly, Percentage of assets |
| [Rick Valenzi](https://find.wellspent.co/advisors/rick-valenzi.md) | The Financial Zen Group, Inc. | San Francisco, California | CFP, CRPC | Ongoing planning fee |
| [Scott Frank](https://find.wellspent.co/advisors/scott-frank.md) | Stone Steps Financial | Cardiff, California | CFP, CFA, RLP | Percentage of assets, Hourly, Fixed fees |
| [Stan Himeno-Okamoto](https://find.wellspent.co/advisors/stan-himeno-okamoto.md) | DRS Financial Partners | San Francisco, California | CFP, CFA, EA | Hourly |
| [Tom Lo](https://find.wellspent.co/advisors/tom-lo.md) | Vested Financial Planning, LLC | San Carlos, California | CFP, MBA | Ongoing planning fee |
| [Alex Krider](https://find.wellspent.co/advisors/alex-krider.md) | Avier Wealth Advisors | Lake Oswego, Oregon | CFP, EA, MBA | Percentage of assets |
| [Andy Moran](https://find.wellspent.co/advisors/andy-moran.md) | Ad Astra Financial Planning | Santa Rosa, California | CFP | Flat fee or retainer, Subscription |
| [Ian Bloom](https://find.wellspent.co/advisors/ian-bloom.md) | Open World Financial Life Planning | Raleigh, North Carolina | CFP, RLP | Ongoing planning fee, Percentage of assets |
| [James Holtzman](https://find.wellspent.co/advisors/james-holtzman.md) | Legend Financial Advisors, Inc. | Pittsburgh, Pennsylvania | CFP, CPA | Percentage of assets |
| [Jiayi Xu](https://find.wellspent.co/advisors/jiayi-xu.md) | Global Wealth Harbor, LLC. | Danville, California | CFP, MBA | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Malcolm Ethridge](https://find.wellspent.co/advisors/malcolm-ethridge.md) | Capital Area Planning Group | Washington, District of Columbia | CFP | Subscription, Flat fee or retainer, Percentage of assets |
| [Marcus Waddell](https://find.wellspent.co/advisors/marcus-waddell.md) | Ascension Advisors | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees |
| [Rob Lyman](https://find.wellspent.co/advisors/rob-lyman.md) | Johnson Lyman Wealth Advisors | Los Altos, California | CFP | Percentage of assets, Fixed fees |
| [Ryan Hughes](https://find.wellspent.co/advisors/ryan-hughes.md) | Bull Oak | Rancho Santa Fe, California | CFP | Flat fee or retainer, Percentage of assets |
| [Shehara Wooten](https://find.wellspent.co/advisors/shehara-wooten.md) | Your Story Financial, LLC | Phoenix, Arizona | CFP | One-time planning fee |
| [Stacy Ployhar](https://find.wellspent.co/advisors/stacy-ployhar.md) | 2020 Financial Planning LLC | Seattle, Washington | CFP | One-time planning fee, Percentage of assets |
| [Vrishin Subramaniam](https://find.wellspent.co/advisors/vrishin-subramaniam.md) | CapitalWe | Arlington, Virginia | CFP | Flat fee or retainer, Hourly, One-time planning fee |
| [Adam Gruber](https://find.wellspent.co/advisors/adam-gruber.md) | AMG Wealth Management | Land O Lakes, Florida | CFP | Percentage of assets, Ongoing planning fee |
| [Aiden Boorstein](https://find.wellspent.co/advisors/aiden-boorstein.md) | RockCrest Financial | Turnersville, New Jersey | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Brad Klontz](https://find.wellspent.co/advisors/brad-klontz.md) | Occidental Asset Management | Lihue, Hawaii | CFP | Ongoing planning fee |
| [Bugra Bakan](https://find.wellspent.co/advisors/bugra-bakan.md) | Occidental Asset Management | Burlingame, California | CFP | Ongoing planning fee |
| [Cheryl Costa](https://find.wellspent.co/advisors/cheryl-costa.md) | Woodside Wealth Management LLC | Framingham, Massachusetts | BS, CFP, MBA | Percentage of assets, Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Christine Centeno](https://find.wellspent.co/advisors/christine-centeno.md) | Simplicity Wealth Management LLC | Glen Allen, Virginia | CFP, MSFP | Percentage of assets, Hourly, Fixed fees |
| [Daniel Allgaier](https://find.wellspent.co/advisors/daniel-allgaier.md) | Artstone Private Wealth | Lehi, Utah | CFP | Percentage of assets, Ongoing planning fee |
| [Eric Raether](https://find.wellspent.co/advisors/eric-raether.md) | Canopy Wealth Management | Middleton, Wisconsin | CFP | Percentage of assets |
| [Erin Hadley](https://find.wellspent.co/advisors/erin-hadley.md) | Occidental Asset Management | Burlingame, California | CFP | Ongoing planning fee |
| [Faruk Jaffer](https://find.wellspent.co/advisors/faruk-jaffer.md) | Index Gurus | Concord, California | CFP, ChFC | Percentage of assets, One-time planning fee |
| [James Griffin](https://find.wellspent.co/advisors/james-griffin.md) | Occidental Asset Management | Burlingame, California | CFP | Ongoing planning fee |
| [Jane Yoo](https://find.wellspent.co/advisors/jane-yoo.md) | Jane Financial, LLC | Oakland, California | CFP, MBA | Fixed fees |
| [Jeffrey Belmonte](https://find.wellspent.co/advisors/jeffrey-belmonte.md) | SummitView Advisors | Belmont, Michigan | CFP | Percentage of assets |
| [Jeffrey Clark](https://find.wellspent.co/advisors/jeffrey-clark-6778401.md) | Redwood Money | San Jose, California | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Jim Stanhouse](https://find.wellspent.co/advisors/jim-stanhouse.md) | Stanhouse Financial Planning & Mgt. | Duluth, Georgia | MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Flat fee or retainer |
| [Kent Hickey](https://find.wellspent.co/advisors/kent-hickey.md) | Ubequity Wealth Management, LLC | Round Rock, Texas | CFP, CPWA, MBA | Percentage of assets, Hourly, Fixed fees |
| [Kristin McKenna](https://find.wellspent.co/advisors/kristin-mckenna.md) | Darrow Wealth Management | Needham, Massachusetts | CFP | Percentage of assets |
| [Kyle Kuyat](https://find.wellspent.co/advisors/kyle-kuyat.md) | Defining Wealth | Franklin, Tennessee | CFP | Flat fee or retainer, One-time planning fee, Percentage of assets, Hourly, Subscription |
| [Mark Buchanan](https://find.wellspent.co/advisors/mark-buchanan.md) | Canopy Wealth Management | Middleton, Wisconsin | CFP | Percentage of assets |
| [Matthew McCreary](https://find.wellspent.co/advisors/matthew-mccreary.md) | Darrow Wealth Management | Needham, Massachusetts | CFP | Percentage of assets |
| [Nathaniel Sarkar](https://find.wellspent.co/advisors/nathaniel-sarkar.md) | Redwood Money | Sunnyvale, California | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Nicholas Maratta](https://find.wellspent.co/advisors/nicholas-maratta.md) | Occidental Asset Management | Winter Springs, Florida | CFP | Ongoing planning fee |
| [Ryan Nelson](https://find.wellspent.co/advisors/ryan-nelson.md) | RLN Wealth | Plymouth, Minnesota | CFP, CPA, MBA, MS | Percentage of assets, Hourly, Fixed fees |
| [Steven Boorstein](https://find.wellspent.co/advisors/steven-boorstein.md) | RockCrest Financial | Turnersville, New Jersey | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Sunit Bhalla](https://find.wellspent.co/advisors/sunit-bhalla.md) | OakTree Financial Planning, LLC | Fort Collins, Colorado | CFP, MSFP | Percentage of assets, Hourly, Fixed fees |
| [Thomas Little](https://find.wellspent.co/advisors/thomas-little.md) | Yeti Wealth Management Group | Highlands Ranch, Colorado | CFP | Percentage of assets, One-time planning fee |
| [Thomas Van Spankeren](https://find.wellspent.co/advisors/thomas-van-spankeren.md) | RISE Investments | Chicago, Illinois | CFP, CFA | Percentage of assets |
| [Vincent DeCrow](https://find.wellspent.co/advisors/vincent-decrow.md) | RISE Investments | Chicago, Illinois | CFP | Percentage of assets |
| [Alfred Au](https://find.wellspent.co/advisors/alfred-au.md) | DiversiFi Capital | Los Altos, California | CFP | Ongoing planning fee, Percentage of assets |
| [Becky Vasquez](https://find.wellspent.co/advisors/becky-vasquez.md) | Three Arch Wealth Management | Irvine, California | CFP | Percentage of assets |
| [Brandon Kurz](https://find.wellspent.co/advisors/brandon-kurz.md) | DiversiFi Capital | Los Altos, California | CFP | Ongoing planning fee, Percentage of assets |
| [Deborah Gianelli](https://find.wellspent.co/advisors/deborah-gianelli.md) | Whole Family Financial Services | Bothell, Washington | CFP | Hourly, Percentage of assets |
| [Derek Munchow](https://find.wellspent.co/advisors/derek-munchow.md) | Augustus Wealth | Long Beach, California | CFP, ChFC | Hourly, Ongoing planning fee, One-time planning fee |
| [Eric Gabor](https://find.wellspent.co/advisors/eric-gabor.md) | Eagle Grove Advisors | Westfield, New Jersey | CFP | Percentage of assets, Ongoing planning fee |
| [Eric Vallee](https://find.wellspent.co/advisors/eric-vallee.md) | Novel Financial | Toronto, Ontario | CPA, CA, QAFP |   |
| [Jackie Kleinman](https://find.wellspent.co/advisors/jackie-kleinman.md) | KB Financial Advisors | San Francisco, California | CFP | Percentage of assets, Ongoing planning fee |
| [Jeremy Bohne](https://find.wellspent.co/advisors/jeremy-bohne.md) | Paceline Wealth Management | Medfield, Massachusetts | CFP | Percentage of assets, Ongoing planning fee |
| [Joshua Loveall](https://find.wellspent.co/advisors/joshua-loveall.md) | KB Financial Advisors | San Francisco, California | CFP | Percentage of assets, Ongoing planning fee |
| [Kayla Benjamin](https://find.wellspent.co/advisors/kayla-benjamin.md) | KB Financial Advisors | Denver, Colorado | CFP | Percentage of assets, Ongoing planning fee |
| [Kevin Cheeks](https://find.wellspent.co/advisors/kevin-cheeks.md) | ImpactFI | San Francisco, California | CFP | Percentage of assets, Fixed fees |
| [Lily Zhang](https://find.wellspent.co/advisors/lily-zhang.md) | DiversiFi Capital | Los Altos, California | CFP | Ongoing planning fee, Percentage of assets |
| [Mallory Davis](https://find.wellspent.co/advisors/mallory-davis.md) | MA Private Wealth | San Carlos, California | CFP | Percentage of assets, Fixed fees |
| [Mark Boujikian](https://find.wellspent.co/advisors/mark-boujikian.md) | Keymark Financial | Rolling Hills Estates, California | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |
| [Matthew Lewis](https://find.wellspent.co/advisors/matthew-lewis.md) | TechView Wealth Advisors | San Francisco, California | CFP, CFA | Percentage of assets |
| [Nathan Dingler](https://find.wellspent.co/advisors/nathan-dingler.md) | DiversiFi Capital | Los Altos, California | CFP | Ongoing planning fee, Percentage of assets |
| [Raymond Vo](https://find.wellspent.co/advisors/raymond-vo.md) | DiversiFi Capital | Los Altos, California | CFP | Ongoing planning fee, Percentage of assets |
| [S Yeyni](https://find.wellspent.co/advisors/s-yeyni.md) | Wealth-Builders | Bellevue, Washington | CFP | Percentage of assets, Hourly |
| [Thomas Lowish](https://find.wellspent.co/advisors/thomas-lowish.md) | DiversiFi Capital | Los Altos, California | CFP | Ongoing planning fee, Percentage of assets |
| [Trey Gevers](https://find.wellspent.co/advisors/trey-gevers.md) | Gevers Wealth Management | Issaquah, Washington | CFA | Percentage of assets, One-time planning fee |
| [Tyler Vasquez](https://find.wellspent.co/advisors/tyler-vasquez.md) | Three Arch Wealth Management | Irvine, California | CFP | Percentage of assets |
| [Vered Frank](https://find.wellspent.co/advisors/vered-frank.md) | StackWealth | New York, New York | CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |
| [Allison Meier](https://find.wellspent.co/advisors/allison-meier.md) | Arlington Financial Advisors | Santa Barbara, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Anithah Neelakanda-Pillai](https://find.wellspent.co/advisors/anithah-neelakanda-pillai.md) | AP Investment Management | Mountain View, California | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee |
| [Ashley Stewart](https://find.wellspent.co/advisors/ashley-stewart.md) | Avion Wealth | The Woodlands, Texas | CFP | Percentage of assets, Fixed fees |
| [Brian McKinney](https://find.wellspent.co/advisors/brian-mckinney.md) | Collective Wealth Partners | Aurora, Colorado | CFP | Percentage of assets, Hourly, Fixed fees |
| [Bruce Ohrenich](https://find.wellspent.co/advisors/bruce-ohrenich.md) | Stillwater Private Wealth | Allenton, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer |
| [Christopher McBee](https://find.wellspent.co/advisors/christopher-mcbee.md) | Avion Wealth | The Woodlands, Texas | CFP | Percentage of assets, Fixed fees |
| [Claudina Campbell](https://find.wellspent.co/advisors/claudina-campbell.md) | Willow Grove Advisors | Berkeley, California | CFP | Percentage of assets, Hourly |
| [Cody Makela](https://find.wellspent.co/advisors/cody-makela.md) | Arlington Financial Advisors | Santa Barbara, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Daniel Weinstein](https://find.wellspent.co/advisors/daniel-weinstein.md) | KFA Private Wealth Group | Tyson, Virginia | CFP | Percentage of assets, Hourly, Fixed fees |
| [David Dedman](https://find.wellspent.co/advisors/david-dedman.md) | Pulse Wealth | Lexington, Kentucky | ChFC | Flat fee or retainer, Ongoing planning fee |
| [Dianne Duva](https://find.wellspent.co/advisors/dianne-duva.md) | Arlington Financial Advisors | Santa Barbara, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Emma Foulkes](https://find.wellspent.co/advisors/emma-foulkes.md) | Collective Wealth Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ernest Moosherr](https://find.wellspent.co/advisors/ernest-moosherr.md) | Canopy Wealth Management | Middleton, Wisconsin | ChFC | Percentage of assets |

Showing the first 200 of 491. The full list, page by page: https://find.wellspent.co/audiences/tech-employees/?page=2

## Related

- [Equity compensation](https://find.wellspent.co/specialties/equity-compensation.md)
- [Crypto & digital assets](https://find.wellspent.co/specialties/crypto.md)
- [Flat-fee planning](https://find.wellspent.co/specialties/flat-fee-planning.md)

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).