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.
We are a flat-fee, fee-only firm—we don't receive commissions or kickbacks or charge based on a percentage of your assets.
0
Client Reviews
$6K to $
Flat Fee/Retainer
$0
Minimum Annual Income
$0
Minimum Investible Assets
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
We specialize in helping tech professionals who've done well in their career retire early, downshift to part-time or consulting work, start their own company, or make a career pivot. We also specialize in navigating complex equity compensation and provide in-depth tax planning.
Clients who wouldNOTbe a good fit
If you are struggling with a lot of credit card debt, we are probably not the firm for you.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Flat Fee/Retainer
$6,000
Hourly Rate
$275
Meeting Options
Video meetings
Phone
Email
Client Portal/Online Platform
In person meetings
About Ad Astra Financial Planning
Ad Astra Financial Planning helps tech professionals make work optional
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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