Executive Compensation

Capital Area Planning Group

Financial Advisor

• 5.0 (2 reviews)
• 0.25%–1.5% of AUM
• Serves nationwide

We offer financial planning and investment management services to senior managers and executives in tech.

Services: 401(k) & IRA Management, Estate Planning, Executive Compensation +4 more

Bull Oak

Financial Advisor

• No reviews yet
• Serves nationwide

Bull Oak is a fee-only fiduciary advisor, helping high-net-worth individuals and families navigate the transition into retirement through financial planning, investing, and tax planning and filing.

Services: Executive Compensation, Exit Planning, Financial Planning +6 more

Ian Weiner, CFP®, CEPA®

Financial Advisor

• 5.0 (1 review)
• $1,500–$12,500 one-time
• Serves nationwide

Personal CFO for owners, executives, and families. One quarterback for planning, tax, estate, and investment decisions. Built for irreversible calls: sales, exits, equity comp, inheritance.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +25 more

Ryan Johnson, CFP®, BFA™

Financial Advisor

• 5.0 (12 reviews)
• $2,500–$5,000 one-time
• Serves nationwide

We help successful professionals and families simplify their finances, make confident decisions, and align their money with the life they want to live.

Services: 401(k) & IRA Management, Asset Allocation, Cash Flow Management +22 more

Reliant Wealth Advisory

Financial Advisor

• 5.0 (3 reviews)
• Serves nationwide

Fee-only wealth management for young professionals, entrepreneurs, and business owners who want to invest smarter and stop leaving money on the table.

Services: 401(k) & IRA Management, Executive Compensation, Financial Planning +5 more

Steven Evensen - Gerber Kawasaki Wealth & Investment Management

Financial Advisor

• 5.0 (3 reviews)
• 0.25%–1.5% of AUM
• Serves nationwide

Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +21 more

Drew Feldman, APMA® | WideFrame Wealth

Financial Advisor

Drew Feldman, APMA®

• 5.0 (1 review)
• $4,000 one-time
• Serves nationwide

We help creative professionals turn career breakthroughs into lasting financial stability. Flat-fee, full-service with a tax-aware investment and planning approach tailored to your unique goals.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +15 more

Bone Fide Wealth

Financial Advisor

• No reviews yet
• Serves nationwide

Nationally recognized firm helping millennials, next-gen investors, and their families plan first, then invest. Real, relatable advice that meets you where you are. Couples and money is our specialty.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +16 more

Canopy Wealth Management

Financial Advisor

Fritz Moosherr

• No reviews yet
• 0.4%–1.2% of AUM
• Serves nationwide

Fiduciary wealth management firm managing over $1 billion in assets, helping tech professionals, founders, and executives navigate equity compensation, pre-IPO planning, and tax-efficient wealth.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +16 more

CMH Advisors

Accountant · Bookkeeper · Financial Advisor · Fractional CFO

• No reviews yet
• $750–$10,000/mo
• Serves nationwide
• Min revenue $500K+

We’re a full service accounting, advisory, payroll and tax strategy CPA firm.

Industries: Advertising & Marketing, Architecture & Engineering, Automotive +28 more

Firm Foundation Family Wealth

Financial Advisor

• No reviews yet
• 1% of AUM
• Serves nationwide

We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +20 more

HB Wealth

Financial Advisor

• No reviews yet
• 0.5%–1.25% of AUM
• Serves nationwide

Independent, fee-only fiduciary since 1989. HB Wealth serves business owners, executives, professionals, and families with comprehensive wealth advisory services and concierge-level care.

Services: Alternative Investments, Asset Allocation, Business Succession Planning +24 more

Inflection Point Wealth Management

Financial Advisor

• No reviews yet
• 1%–1.5% of AUM
• Serves nationwide

We help executives of publicly traded companies turn complex equity compensation and executive benefits into clear, tax-efficient wealth strategies.

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +18 more

Prestiq Wealth

Financial Advisor

Louis Green

• No reviews yet
• $1,000–$12,500/qtr
• Serves nationwide

Prestiq Wealth is a Brooklyn-based wealth management practice helping pre-retirees and retirees navigate retirement planning. Services include investment management, retirement planning, tax planning,

Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +17 more

Scratch Capital

Financial Advisor · Real Estate Consulting

• No reviews yet
• Serves nationwide

Scratch Capital is a registered investment advisor which provides comprehensive wealth management services to business owners, high net worth individuals, corporate executives, and their families.

Industries: Advertising & Marketing, Agriculture & Farming, Architecture & Engineering +37 more

True Wealth Group

Enrolled Agent · Financial Advisor

• No reviews yet
• 0.4%–1.25% of AUM
• California, Montana, Oregon +1 more

Independent fiduciary team providing you a plan to get to your goals sooner by paying less tax and investing with intention.

Industries: Advertising & Marketing, Agriculture & Farming, Architecture & Engineering +18 more