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 |
|---|---|---|---|---|
| Jennifer Walenter | Keystone Financial Services | Loveland | Not listed | Percentage of assets, Fixed fees |
| Jeremy Bardin | Elevate Capital | San Francisco | CFA | Percentage of assets, Performance-based fees |
| John Hollie | Avion Wealth | Shenandoah | Not listed | Percentage of assets, Fixed fees |
| John Lorenz | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Jonathan Nagy | Alpine Road Financial | Bend | Not listed | Percentage of assets, Flat fee or retainer |
| Joseph Lawrence | ARIA Wealth Management | Huntsville | Not listed | Percentage of assets, Hourly |
| Joshua Stipcich | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Karla Saez | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Keley Petersen | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Kenneth Gillespie | Hermosa Wealth Management | Hermosa Beach | Not listed | Percentage of assets, Hourly |
| Kevin Blocker | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Kevin Deans | KFA Private Wealth Group | Tyson | Not listed | Percentage of assets, Hourly |
| Kevin Pummill | Strong Retirement Solutions | Bremerton | Not listed | Percentage of assets, Hourly |
| Laura Kohler | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Lee Jones | Tangent Retirement | Irvine | Not listed | Percentage of assets, Flat fee or retainer |
| Lisa Schaefer | KFA Private Wealth Group | Chevy Chase | Not listed | Percentage of assets, Hourly |
| Matthew Augspurger | Strong Retirement Solutions | Bremerton | Not listed | Percentage of assets, Hourly |
| Matthew Benson | Sonmore Financial | Chandler | CFP | Percentage of assets, Fixed fees |
| Matthew Dunn | ARQ Wealth Advisors | Hudson | CFA | Percentage of assets, Fixed fees |
| Megan Beaufays | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Megan Sperry | Wealth Analytics | San Diego | Not listed | Percentage of assets, Hourly |
| Michael Stevenson | Keystone Financial Services | Loveland | Not listed | Percentage of assets, Fixed fees |
| Michael Thayer | Private Asset Management | Kirkland | Not listed | Percentage of assets, Hourly |
| Michael Ye | New Insight Wealth Advisors | San Ramon | Not listed | Percentage of assets, Hourly |
| Michelle Moyer | Strong Retirement Solutions | Bremerton | Not listed | Percentage of assets, Hourly |
| Paul Hegdahl | Hegdahl Investment Management | Seattle | CFA | Percentage of assets, Fixed fees |
| Richard Hughes | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Robert Johnson | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Russell Carlson | ARIA Wealth Management | Dunwoody | Not listed | Percentage of assets, Hourly |
| Ryan Kolstad | AP Investment Management | Mountain View | Not listed | Percentage of assets, Flat fee or retainer |
| Sabrina Lowell | Second Summit Wealth Management | San Francisco | CFP | Percentage of assets |
| Sarah McIvor | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Sarah Smith | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Seongsoo Lee | New Insight Wealth Advisors | San Ramon | Not listed | Percentage of assets, Hourly |
| Seth Bittner | Stillwater Private Wealth | Allentown | Not listed | Percentage of assets, Flat fee or retainer |
| Theron Weimer | KFA Private Wealth Group | Tyson | Not listed | Percentage of assets, Hourly |
| Tricia Lepofsky | KFA Private Wealth Group | Tyson | Not listed | Percentage of assets, Hourly |
| Trystan Cleaver | Seek First | Campbell | Not listed | Percentage of assets, Fixed fees |
| Yoo Chung Chang | Upstart Wealth Management | Chicago | Not listed | Percentage of assets, Ongoing planning fee |
| Andrew Flattery | Flattery Wealth Management | North Kansas City | CFP | Percentage of assets, Hourly |
| Austin Crites | Aurora Financial Strategies | Indianapolis | CFA | Percentage of assets, Fixed fees |
| Benjamin Englund | Ceva Advisors | Woodinville | Not listed | Percentage of assets, Hourly |
| Benjamin Fookes | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Brenda Lammers | Altus Wealth Group | Colorado Springs | Not listed | Percentage of assets, Fixed fees |
| Chris Franz | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Christopher Baum | Coastal Capital Advisors | Irvine | CFA | Percentage of assets, Fixed fees |
| Christopher Moore | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Cyrus Eslami | Eslami & Co. Wealth Management | Glen Ridge | Not listed | Percentage of assets, Ongoing planning fee |
| Daniel Bauer | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Dominic Hubert | Schmidt Financial Management | Kirkland | Not listed | Percentage of assets |