Flat fee financial advisor?
I'm looking for recommendations for a flat fee financial advisor (not the AUM approach) who is familiar with different types of equity compensation and can help us do some planning. Thanks!
Mar 14, 2025
I'm looking for recommendations for a flat fee financial advisor (not the AUM approach) who is familiar with different types of equity compensation and can help us do some planning. Thanks!
Parent Replies
I've been using Facet Wealth for a couple years and am happy with the service. It is a yearly flat-fee and everything is done remotely (no in-person meetings). Because it is a yearly fee and the onboarding can take a couple months, I recommend them if you're looking for long-term financial help. If you just need advice to get you through equity comp, and other ad-hoc situations, then consider a CFP that does hourly consults. Facet does highlight equity comp on their website: https://facet.com/equity-compensation/.
I met with Asti Financial recently (https://astifinancial.com/) for a plan - their billing is very transparent and they were knowledgeable about equity, and you can do a free 15 min consultation to verify if they have the expertise you're looking for.
I like www.HIPinvestor.com - they helped me create a fossil-fuel-free 401k when I worked at a big company. $150/hour, fee-only fiduciary.