5.0
Average rating
2
Client Reviews
$2,500
One-Time Financial Planning Fee
What Our Clients Say
5.0
2 Client Reviews
Amole Amole
September 5, 2025
Current client since 2023
5.0
Reason for working with 401 Financial
First, Tyrone's visibility in the advisor field both as an expert in the Bitcoin space and as a straight-shooter with a reputation for integrity.
Second, someone who understood us and and our needs as a family.
Third, 401's consultative approach to financial planning
Fourth, 401's revenue model, based on services provided rather than accumulating assets under management.
Fifth, an innovative and forward looking perspective on the use of technology and providing advisor services.
Second, someone who understood us and and our needs as a family.
Third, 401's consultative approach to financial planning
Fourth, 401's revenue model, based on services provided rather than accumulating assets under management.
Fifth, an innovative and forward looking perspective on the use of technology and providing advisor services.
Experience working with 401 Financial
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.
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.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
K Newman
September 6, 2025
Current client since 2019
5.0
Reason for working with 401 Financial
Step-by-step support that built my confidence
Experience working with 401 Financial
The 401 Financial team made investing simple, supportive, and empowering from start to finish.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
Reviewer disclosed a personal or professional relationship with this vendor outside of the client relationship.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
25-45 year old looking for a high touch tech driven experience. They probably also have an interest in crypto and looking to work with an adviser for the first time or switch from an AUM based FA.
Clients who wouldNOTbe a good fit
Retirees.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Hourly Rate
$250
Subscription
$500
One-Time Financial Planning Fee
$2,500
Meeting Options
In person meetings
Video meetings
Phone
Email
About 401 Financial
401 Financial is an advice only RIA that specializes in cryptoassets, financial planning, financial coaching and business planning. We provide a digital first experience that is personalized with real-time insights and feedback.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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