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 |
|---|---|---|---|---|
| Brian Kopp | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Caitlyn Driehorst | RightWise Wealth | Las Vegas | Not listed | Percentage of assets, Ongoing planning fee |
| Carl Mariner | ARQ Wealth Advisors | Scottsdale | CFP, ChFC, CFA | Percentage of assets, Fixed fees |
| Chengkuo Chen | Redwood Money | San Jose | Not listed | Percentage of assets, Ongoing planning fee |
| Dajin Yang | New Insight Wealth Advisors | San Ramon | CFA | Percentage of assets, Hourly |
| David Muehl | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| David Ybarra | Aspired Wealth | Loveland | CFP | Flat fee or retainer, One-time planning fee |
| Emily Bushong | Kaizen Financial Advisors | Canyon Lake | CFP | Percentage of assets, Hourly |
| Erica Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Ernest Moosherr | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Federico Londono Castillo | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| Frederick Moosherr | Canopy Wealth Management | Birmingham | Not listed | Percentage of assets |
| Geovanni James | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Glenn Tom | Personal Best Financial | Oakland | CFP | Ongoing planning fee |
| Gregory Meyer | New Wave Financial Services | Hermosa Beach | CFP | Percentage of assets, Hourly |
| Hannah Farrow | RightWise Wealth | Las Vegas | Not listed | Percentage of assets, Ongoing planning fee |
| Hannah Spillman | Perspective Wealth Partners | Boise | CFP | Percentage of assets |
| Hart Williams | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| John Levangie | Darrow Wealth Management | Needham | Not listed | Percentage of assets |
| John Wilbourne | Occidental Asset Management | Bellevue | Not listed | Ongoing planning fee |
| Kirti Bhanushali | Dversify | Georgetown | Not listed | Ongoing planning fee |
| Kory Lackey | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Laurie Klein | Kaizen Financial Advisors | Kirkland | CFP | Percentage of assets, Hourly |
| Manuel Ortiz Aquino | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Mark Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Matthew Dellovo | BFA Wealth Management | Delray Beach | Not listed | Percentage of assets, Flat fee or retainer |
| Nathan Walsh | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Rebecca Wagner | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Reyn Eichenlaub | Canopy Wealth Management | Birmingham | Not listed | Percentage of assets |
| Richard Siegel | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Robert Pick | RightWise Wealth | Las Vegas | Not listed | Percentage of assets, Ongoing planning fee |
| Rupesh Goyal | Alphanso | Rochester | Not listed | Flat fee or retainer, Ongoing planning fee |
| Sean Sternbach | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Theodore Fischer | Fischer Investment Strategies | Westlake Village | CFP | Hourly, Flat fee or retainer |
| Thomas Anzivino | Longitude Financial Planning | Manor | Not listed | Percentage of assets, Ongoing planning fee |
| Trent Hinton | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Tristen Sheffler | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| William Lee | ARQ Wealth Advisors | Scottsdale | CFP, CFA | Percentage of assets, Fixed fees |
| Zachary Potter | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Aaron Randak | Golden Acre Wealth Management | Scottsdale | Not listed | Percentage of assets, One-time planning fee |
| Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. | Savvy | New York | Not listed | Percentage of assets, One-time planning fee |
| Brian Ferrin | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |
| Charles Dunn | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| Clayton Gardner Award-winning modern wealth management firm for high earning professionals. | Titan | New York | Not listed | Percentage of assets, Subscription |
| Colby Davis | RHS Financial | San Francisco | CFA | Percentage of assets |
| Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. | D&M Strategic Wealth | Irvine | Not listed | Percentage of assets |
| Daniel Meyers | Adventure Wealth | Ridgway | Not listed | Percentage of assets, Ongoing planning fee |
| Erica Arroyo | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |
| Geoffrey Schaefer | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| Harish Prabandham | Rubric Advisors | San Francisco | Not listed | Percentage of assets, Hourly |