RSU Financial Advisors

Finding the right financial advisor matters when you're among employees weighing RSUs, ISOs, and NSOs and the tax timing of vesting and exercise. The Financial Advisors listed here build long-term financial and investment plans for these clients, and you can compare their reviews, pricing, and focus side by side on Sam's List.

20 financial advisors. 69 client reviews. Used by 200,000+ business owners and high net worth individuals.

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What clients are saying

  • "Ryan is professional, very responsive, a great communicator, and has been awesome to work with. He’s been especially helpful with complicated equity c…"
    — Chase McDermott, 5.0 stars, for Ryan Johnson, CFP®, BFA™
  • "Stellar. Team was great, delivered my plan a week ahead of schedule."
    — Matthew Powers, 0.0 stars, for Steward
  • "@TKopelman. I am a new client, but I decided to work with him because he was the first person to answer my questions with real knowledge, is not AUM b…"
    — Mike O'Malley, 0.0 stars, for Thomas-Kopelman

Frequently asked questions

Do equity compensation need a financial advisor?
Equity Compensation are employees weighing RSUs, ISOs, and NSOs and the tax timing of vesting and exercise, so working with a financial advisor who understands that situation can save money and prevent costly mistakes. On Sam's List you can compare Financial Advisors by verified client reviews and reach out directly.
How do I choose a financial advisor for equity compensation on Sam's List?
Filter to Financial Advisors who work with equity compensation, read real client reviews, compare pricing, and contact them directly. There are no referral fees or commissions.

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