Who they serve
Fee-only 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.
By the numbers
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.
- Advisors listed
- 491
- Firms
- 257
- Cities
- 206
- Hold the CFP
- 53%
- Other credentials: CFA 9% · CPA 3% · EA 4%
- How they charge (of 490 with fees on file): percentage of assets 84% · fixed fees 34% · hourly 32% · ongoing planning fee 31%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors who work with tech employees
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Annette Di Bello Member | Di Bello Financial | Mission Viejo | CFP, CPA, PFS™ | Percentage of assets |
| Anthony Syracuse Dynamic Financial Planning is a fee-only, fiduciary financial planning firm in Scottsdale, AZ specializing in equity compensation and financial planning for tech professionals and high earners in their 30s and 40s. | Dynamic Financial Planning, LLC | Scottsdale | CFP | One-time planning fee, Hourly |
| Jane Mepham Financial Planning For Foreign-Born Families & US Expats | Elgon Financial Advisors | Austin | CFP, MSC | Percentage of assets, One-time planning fee |
| Michal Skowronski Comprehensive Wealth Planning for High-Income Professionals and Retirees | Skylark Wealth, LLC | San Francisco | CFP | Percentage of assets, Flat fee or retainer |
| Aaron Hatch | Woven Capital | Redding | CFP | Percentage of assets, One-time planning fee |
| Alvin Carlos | District Capital Management | Washington | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Chao Zhang | Think Different Wealth Advisors LLC | Allen | CFA, CFP, MBA | Percentage of assets |
| Charles Stermetz | Equity For The Win (EquityFTW) | San Jose | CEP, CFP | Hourly, Fixed fees |
| Didi Chen | Everleap Financial Planning | Newcastle | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Emily Rassam | Archer Investment Management | Austin | AIFA, CDAA, CFP, CRPS | Percentage of assets |
| Gabriel Kaplan | Wealth Habits | White Plains | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee |
| Glen Monroe | Monroe Wealth Management | San Francisco | CFP | Percentage of assets, Ongoing planning fee |
| Greg Gorski | Owl & Ore Wealth Planning | Pleasant Hill | CFP | Percentage of assets, Ongoing planning fee |
| Hui-chin Chen | Jade & Cowry | Arlington | CFP | Flat fee or retainer, Ongoing planning fee |
| Jim Pan | Panorama Financial Planning | Vancouver | CFP, MFA-P | Flat fee or retainer, Ongoing planning fee |
| Jirayr Kembikian | Citrine Capital | San Francisco | CFP | Ongoing planning fee |
| Jordan Banning | Crafted Financial Planning | Glendale | CFP | Percentage of assets, Ongoing planning fee |
| Kiersten Peshek | Citrine Capital | Columbus | CFP | Ongoing planning fee |
| Linda Rogers | Planning Within Reach | Virginia Beach | CFP, EA, MSBA | Percentage of assets, One-time planning fee |
| Liz Plot | Primas Financial Planning | Columbia | CFP, ChFC, AFC, EA | Ongoing planning fee, One-time planning fee |
| Malissa Marshall | Soaring Wealth LLC | Bristol | CFP, EA | Percentage of assets, Ongoing planning fee |
| Mark Stancato | VIP Wealth Advisors | Decatur | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Matt Cooley | Inspire Wealth Partners | Boise | CFP | Flat fee or retainer, Ongoing planning fee |
| Matthew Showley | Creative Capital Management Investments LLC | San Diego | CFP, MBA, BFA, CeFT | Percentage of assets, Hourly |
| Mike Morton | Morton Financial Advice | Harvard | CFP, ChFC, RLP | Flat fee or retainer, Hourly |
| Nick Foy | Greenway Wealth Advisors, LLC | Charlotte | CFP | Percentage of assets, Ongoing planning fee |
| Rachael Levine | Peltoma Capital Partners | Austin | CFP | Flat fee or retainer, Percentage of assets |
| Rebecca Jackson | SeedSafe Financial | Austin | CFP, CPA, PFS, RLP | Percentage of assets, Ongoing planning fee |
| Robert Persichitte | Delagify Financial | Arvada | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee |
| Sean Lovison | Purpose Built Financial Services, LLC | Moorestown | CFP, CPA | Ongoing planning fee, One-time planning fee |
| Sefa Mawuli | Jade & Cowry | Arlington | CFP | Flat fee or retainer, Ongoing planning fee |
| Sheila McGinn | Brightview Financial Solutions, LLC | Redwood City | CFP | Percentage of assets, Hourly |
| Stu Sneen | TwoTen Planning PLLC | Austin | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Tommy Lopez | Coffeehouse Capital LLC | Financial Planning and Wealth Management | Fresno | CFP, CRPC | Hourly, One-time planning fee |
| Travis Tracy | Fortitude Financial Planning, LLC | Raleigh | CFP, EA, JD | Flat fee or retainer, Ongoing planning fee |
| Alan Nelson | Measured Money Maneuvers LLC | Solana Beach | CFP, ChFC, MBA | Flat fee or retainer, Hourly |
| Alex Crouch | Tech Financial Planning | Spring Hill | CFP | Percentage of assets, Ongoing planning fee |
| Ariadne Horstman | Tamarind Financial Planning | Palo Alto | CFP, RLP | Percentage of assets, Ongoing planning fee |
| Bob Wolfe | HealthyFP | Conshohocken | CFP, EA | Percentage of assets, Ongoing planning fee |
| Chloe Moore | Financial Staples | Atlanta | CFP | Ongoing planning fee, Flat fee or retainer |
| Cole Williams | Vessel Financial Planning | Plano | BFA, CFP, CIMA | Percentage of assets, Ongoing planning fee |
| Daniel Frankel | WealthCollab | Bellevue | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| David Uhlmann | Synergos Advisory LLC | Seattle | AAMS, CFP, MS, APMA | Flat fee or retainer, Ongoing planning fee |
| Emilie Goldman | Tamarind Financial Planning | Palo Alto | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Eric Franklin | Prospero Wealth | Seattle | CFP | Percentage of assets, Hourly |
| Ethan Pepper | Orchard City Wealth Management, LLC | Los Gatos | CFP, EA, RLP | Flat fee or retainer, Ongoing planning fee |
| Gabriel Motta | Inclinevest® | Plano | CFP, MBA | Percentage of assets, One-time planning fee |
| Greg Crofton | Adap Tax Financial, Inc. | Pleasanton | CFP, EA | Hourly, Flat fee or retainer |
| Gustaf Rounick | Westlight Wealth | Venice | BA, CFP, MSC | Percentage of assets, Ongoing planning fee |
| Jeff Burke | 7th Street Financial | Chaska | CFP | Ongoing planning fee, Hourly |