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 |
|---|---|---|---|---|
| Gerry Barrasso | United Financial Planning Group | Hauppauge | CFP, CPA, MBA, PFS | Percentage of assets, Hourly |
| Heather Comella | Folsom Wealth Advisors | Folsom | CFP | Percentage of assets, Hourly |
| Jacob Milder | Oak Street Investments | Greenwood Village | CFP, ChFC, EA | Flat fee or retainer, Ongoing planning fee |
| Jose Vivero | United Financial Planning Group, LLC | New York | CFP, ChFC, CLU, RICP | Percentage of assets, Hourly |
| Kimberly Keesler Herrera | Tessara Wealth | Burlingame | MBA, CFP, ChFC, RICP | Percentage of assets, Hourly |
| Lucas Casarez | Level Up Financial Planning | Timnath | CFP | Percentage of assets, Ongoing planning fee |
| Maria Castillo Dominguez | Valoria Wealth Management | Cooper City | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Meredith Schneider | Schneider Wealth Management | Palo Alto | BA, CFP | Percentage of assets, Fixed fees |
| Michael Zung | Java Wealth Planning | Lees Summit | CFP | Flat fee or retainer |
| Natalie Taylor | The Goodland Group | Goleta | CFP, TPCP | Ongoing planning fee, Percentage of assets |
| Ryan Derousseau | United Financial Planning Group | Hauppauge | CFP, EA | Percentage of assets, Hourly |
| Sarah Maitre | Camriel Advisors | Mount Shasta | CFP, CFA | Ongoing planning fee |
| Bridget Grimes | WealthChoice LLC | Coronado | CFP | Percentage of assets, Hourly |
| James Hindes | Xena Financial Planning | Seattle | CFP, MBA, RICP, MSFP | Percentage of assets, Ongoing planning fee |
| Jamieson Hopp | Millennial Wealth, LLC | Bellevue | CFP, BFA, CBDA, CEPA | Percentage of assets, Hourly |
| Jay Lee | Ballaster Financial | Jersey City | CFA, CFP | Percentage of assets, Flat fee or retainer |
| Larry Koeppel | Digital Wealth, LLC | Marina Del Rey | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Matt Bierwirth | Resource Design, Inc. | Fort Collins | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Matt Pruitt | Exhale Wealth Management, LLC | Minneapolis | CFP, CFA | Percentage of assets, Hourly |
| Matthew Stebnicki | Stebnicki Financial Planning LLC | San Francisco | CFP, MBA | Hourly, Percentage of assets |
| Rick Valenzi | The Financial Zen Group, Inc. | San Francisco | CFP, CRPC | Ongoing planning fee |
| Scott Frank | Stone Steps Financial | Cardiff | CFP, CFA, RLP | Percentage of assets, Hourly |
| Stan Himeno-Okamoto | DRS Financial Partners | San Francisco | CFP, CFA, EA | Hourly |
| Tom Lo | Vested Financial Planning, LLC | San Carlos | CFP, MBA | Ongoing planning fee |
| Alex Krider | Avier Wealth Advisors | Lake Oswego | CFP, EA, MBA | Percentage of assets |
| Andy Moran Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets. | Ad Astra Financial Planning | Santa Rosa | CFP | Flat fee or retainer, Subscription |
| Ian Bloom | Open World Financial Life Planning | Raleigh | CFP, RLP | Ongoing planning fee, Percentage of assets |
| James Holtzman | Legend Financial Advisors, Inc. | Pittsburgh | CFP, CPA | Percentage of assets |
| Jiayi Xu | Global Wealth Harbor, LLC. | Danville | CFP, MBA | Percentage of assets, One-time planning fee |
| Malcolm Ethridge We offer financial planning and investment management services to senior managers and executives in tech. | Capital Area Planning Group | Washington | CFP | Subscription, Flat fee or retainer |
| Marcus Waddell | Ascension Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Rob Lyman | Johnson Lyman Wealth Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| Ryan Hughes You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned. Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life. | Bull Oak | Rancho Santa Fe | CFP | Flat fee or retainer, Percentage of assets |
| Shehara Wooten | Your Story Financial, LLC | Phoenix | CFP | One-time planning fee |
| Stacy Ployhar | 2020 Financial Planning LLC | Seattle | CFP | One-time planning fee, Percentage of assets |
| Vrishin Subramaniam Helping immigrants align their money and their life | CapitalWe | Arlington | CFP | Flat fee or retainer, Hourly |
| Adam Gruber | AMG Wealth Management | Land O Lakes | CFP | Percentage of assets, Ongoing planning fee |
| Aiden Boorstein | RockCrest Financial | Turnersville | CFP | Flat fee or retainer, Ongoing planning fee |
| Brad Klontz | Occidental Asset Management | Lihue | CFP | Ongoing planning fee |
| Bugra Bakan | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Cheryl Costa | Woodside Wealth Management LLC | Framingham | BS, CFP, MBA | Percentage of assets, Flat fee or retainer |
| Christine Centeno | Simplicity Wealth Management LLC | Glen Allen | CFP, MSFP | Percentage of assets, Hourly |
| Daniel Allgaier | Artstone Private Wealth | Lehi | CFP | Percentage of assets, Ongoing planning fee |
| Eric Raether | Canopy Wealth Management | Middleton | CFP | Percentage of assets |
| Erin Hadley | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Faruk Jaffer | Index Gurus | Concord | CFP, ChFC | Percentage of assets, One-time planning fee |
| James Griffin | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Jane Yoo | Jane Financial, LLC | Oakland | CFP, MBA | Fixed fees |
| Jeffrey Belmonte | SummitView Advisors | Belmont | CFP | Percentage of assets |
| Jeffrey Clark | Redwood Money | San Jose | CFP | Percentage of assets, Ongoing planning fee |