401 Financial
5.0 stars · 2 reviews · Serves Nationwide · Specializes in Business Owners/Entrepreneurs, HENRYs (High Earners, Not Rich Yet), High Net Worth Individuals
The right now adviser for the next-gen investor.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Cash Flow Management
- Debt Management
- Education Planning
- Estate Planning
- Financial Advice & Coaching
- Financial Planning
- Individual Tax Preparation
- Insurance Planning
- Investment Management
- Portfolio Management
- Risk Management
- Stock Option Planning
- Wealth Management
Pricing
- Hourly Rate — $250/hour
- Subscription — $500 monthly
- One-Time Planning Fee — $2,500 one-time
Reviews
K Newman
5 stars
2025-09-06T02:41:24.179+00:00
The 401 Financial team made investing simple, supportive, and empowering from start to finish.
Amole Amole
5 stars
2025-09-05T19:10:22.69+00:00
It’s been a breath of fresh air working with Erik and Tyrone as our advisors at 401. They stand out in a field where few financial professionals truly understand cryptocurrency, DeFi, and Web3. Even more importantly, our portfolio is anything but cookie-cutter; it reflects thoughtful and ongoing conversations about portfolio construction, investment philosophy, and behavioral considerations. One of the most valuable aspects of the relationship is our regular meetings, which provide space to review progress, maintain accountability, and exchange ideas. I would sincerely recommend 401 to anyone, whether they are inside or outside of crypto, who is seeking competent, caring, and responsive partners in navigating their finances.