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 |
|---|---|---|---|---|
| Wayne Best | Tamalpais Asset Management | La Conner | Not listed | Percentage of assets |
| William Lynn | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| William Promes | Austin Creek Capital | Mill Valley | Not listed | Percentage of assets, Fixed fees |
| Albert Gutierrez | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Brian Iles | Aurora Financial Strategies | Kokomo | Not listed | Percentage of assets, Fixed fees |
| Chad Gifford | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Cole Anderson | Intergy Private Wealth | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Jackson Collins | Aurora Financial Strategies | Kokomo | Not listed | Percentage of assets, Fixed fees |
| James Kopas | Pring Turner | Alamo | Not listed | Hourly, Percentage of assets |
| John Hanson | Riverstone Advisors | Atlanta | CFA | Percentage of assets, Fixed fees |
| Jonathan Tunney | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Joseph Marshall | Coastal Capital Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Kenneth Frier | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Leslie Lammers | Riverstone Advisors | New Braunfels | CFA | Percentage of assets, Fixed fees |
| Pierce Roe | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Rishabh Goyal | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Scott Busch | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Thomas Kopas | Pring Turner | Alamo | Not listed | Hourly, Percentage of assets |
| Bradley Ward | Asset One | Naples | Not listed | Percentage of assets |
| Nathaniel Lane | ClearPath Capital Partners | Menlo Park | Not listed | Percentage of assets, Hourly |
| Patrick Illies | Twin Cities Retirement Group | Plymouth | Not listed | Percentage of assets |
| Rafael Yurk | Asset One | Bridgeville | Not listed | Percentage of assets |
| Rodney Kramp | Asset One | Fort Myers | Not listed | Percentage of assets |
| Susanna Fraser | Asset One | Bellevue | Not listed | Percentage of assets |
| Thomas Sjoberg | Twin Cities Retirement Group | Plymouth | Not listed | Percentage of assets |
| Troy Larson | ClearPath Capital Partners | Keller | Not listed | Percentage of assets, Hourly |
| Christian Wray | Hazelwood Investment Advisors | Chicago | Not listed | Percentage of assets, Fixed fees |
| Clara Basile | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Daniel Krebs | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Gino Garcia | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Guillaume Decalf | We Financial Group | San Francisco | Not listed | Percentage of assets, Hourly |
| Keli Cole | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Leslie Krampert | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Matthew Williams | Riverstone Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Nicolas Benit | We Financial Group | San Francisco | Not listed | Percentage of assets, Hourly |
| Rajesh Bijlani | BRsquared | Danville | Not listed | Percentage of assets, Hourly |
| Ross Revenaugh | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Russell Silvestri | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Shantnu Chandel | InverseWealth | San Ramon | Not listed | Percentage of assets, Fixed fees |
| Smara Savoy | We Financial Group | East Windsor | Not listed | Percentage of assets, Hourly |
| Sumeet Ganju | InverseWealth | San Ramon | Not listed | Percentage of assets, Fixed fees |