Fee-only advisors specializing in equity compensation

5 matching advisors

• Nora Hale, CFP

  Pre-exit founder planning with deep concentrated-position and QSBS expertise.

  AUM (fee-only) San Francisco, California Highline Capital Advisors
  18 yrs

• Ayla Reyes, CFP

  Flat-fee planning for founders and tech employees with concentrated equity and crypto positions.

  Flat fee Bozeman, Montana Bridgestone Planning
  11 yrs

• Ben Whitfield, CFP

  Cross-border planning for Canadians working in the US, with a focus on equity comp and tax coordination.

  Flat fee Bozeman, Montana Bridgestone Planning
  9 yrs

• Liam Frost, CFP

  Flat-fee planning for tech-industry employees with equity-heavy compensation.

  Flat fee Seattle, Washington Foundry Flat Fee
  9 yrs

• Rhea Kumar, CFP

  Equity-comp and crypto-focused planning for early-career tech employees.

  Flat fee Seattle, Washington Foundry Flat Fee
  6 yrs

About this list

This page is generated from a stored query recipe (slug equity-comp-specialist-advisors). Inclusion is structural: any advisor whose canonical record matches the recipe's filters appears automatically. Ordering reflects the specialty-depth ranking strategy. Refresh cadence: monthly.

Read more on the query recipe schema or methodology.