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Ad Astra Financial Planning | Alternative Investments, 401K Rollovers, Asset Allocation

Ad Astra Financial Planning

Typically responds within 24 hours
FOUNDING YEAR
2023
NUMBER OF EMPLOYEES
1
Ad Astra Financial Planning's Assets Under Management (AUM)
$25M - $100M
Business affliation
Independent RIA
Fiduciary
Yes
Investment Approach
Passive management
Registration Status
RIA Firm, No IAR
LOCATION
-
SUPPORT
Standard Support
Ad Astra Financial Planning
Ad Astra Financial Planning specializes in helping tech professionals make work optional and take career breaks through harnessing equity compensation and tax-efficient financial planning.
We are a flat-fee, fee-only firm—we don't receive commissions or kickbacks or charge based on a percentage of your assets.

Services Offered

Client Specialties

Minimum Financial Requirements

Annual Income
No minimum required
Investable Assets
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