Pay for complexity.
Not assets.
Your fractional CFO prices on sophistication. Simple situations pay less. Complex situations pay more.
Sophistication determines the fee. Not portfolio size.
The Asset-Based Problem
1% of assets. Simple subsidizes complex. Larger portfolios penalized.
Misaligned Incentives
Paid on assets. Incentivized to gather, not solve.
Overpaying for Simple
$2M portfolio. Simple needs. Same 1% fee. $20K annually for less work.
Lack of Transparency
"Only 1%" = $400K over 20 years. Most don't realize what they're paying.
Fair pricing. Finally.
RSUs. Stock options. Deferred comp. ESPP. Executive benefits. Real complexity.
Your situation requires sophisticated planning. You should pay for that sophistication—not a percentage of assets you could manage yourself.
We assess complexity. You pay for the work. Simple.
RSU Planning
Vesting, tax timing, diversification
Stock Options
ISO vs NQSO, exercise strategies
Deferred Comp
Risk management, distribution
Executive Benefits
SERP, NQDC, golden parachutes
What You Get
CFO-level planning. Priced on sophistication. Delivered every quarter.
Comprehensive Financial Planning
Every aspect integrated. One complete plan.
Investment Management
Tax-efficient. Risk-managed. Plan-aligned.
Executive Compensation Planning
RSUs. Options. Deferred comp. Strategically planned.
Estate Planning Coordination
We work with your estate attorney* to ensure alignment.
Risk Management & Insurance
Protected without being over-insured.
We bring the right team to you.
Your situation is unique. We coordinate specialized partners based on your specific complexity—so every professional is aligned and working toward your goals.
We Assess
Identify the specific expertise your situation demands
We Assemble
Bring in vetted specialists who understand executive complexity
We Quarterback
Coordinate every professional so nothing falls through the cracks
CPA & Tax Professionals*
Multi-year tax projection and coordination. RSU vesting schedules, AMT optimization, and deferred comp distribution timing—all aligned with your broader plan.
PartnerEstate & Trust Attorneys*
We coordinate with estate counsel to ensure your documents reflect current compensation, equity positions, and beneficiary designations—updated as your situation evolves.
PartnerInsurance Specialists
Right-sized coverage based on your actual risk profile. Disability, umbrella, life—coordinated with your equity comp and benefits to eliminate gaps and redundancy.
Banking & Lending
Securities-based lending, mortgage optimization, and liquidity strategies. We connect you with banking partners who understand concentrated stock positions and executive cash flow.
Benefits & Compensation Advisors
Negotiation support and optimization of executive packages. NQDC elections, SERP analysis, and golden parachute structuring—coordinated with your tax and estate strategy.
Real Estate & Property
Relocation planning, investment property analysis, and 1031 exchange coordination. Real estate decisions integrated with your tax strategy and liquidity timeline.
We don't just refer. We coordinate. Every partner we bring to the table is briefed on your full picture—so recommendations are integrated, not isolated. You get one cohesive strategy, not six separate opinions.
Estimate Your Investment
Answer these questions to estimate your planning fee based on the complexity of your compensation, tax situation, and family needs.
Click on a question above to begin your complexity assessment