Old Peak Finance - Dan Routh, CFP®
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Old Peak Finance - Dan Routh, CFP®
Old Peak specializes in ongoing comprehensive financial planning for tech executives with equity compensation. Working in teams, our advisors help executives and their families match their personal goals with their money. We start with the most pressing items, then work comprehensively through all areas of your financial life.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$3,000,000
Services Offered
Client Specialties
Service Pricing
Flat Fee/Retainer
$10,000
Percentage of Assets (AUM)
0.3%
Meeting Options
Client Portal/Online Platform
Email
Video meetings
In person meetings
Phone
Clients who would be a good fit
High/ultra-high net worth tech executives with equity planning considerations. Busy and willing to delegate to a trusted partner.
Clients who wouldNOTbe a good fit
DIYers, low complexity, stock pickers/market timers
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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Requirements:
$3,000,000 Minimum Investment
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Portfolio Rebalancing
Portfolio Management
Asset Allocation
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Alternative Investments
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Social Security Planning
Estate Planning
Trust Services
Charitable Giving
Philanthropic Planning
Family Wealth Transfer
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Debt Management
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Requirements:
No Minimum
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401(k) & IRA Management
Alternative Investments
Cash Flow Planning
Debt Management
ESG/Impact Investing
Estate Planning
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Social Security Planning
Wealth Management
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Trust Services
Real Estate Advisory
Specialities
$2,500-$10,000One-Time Planning Fee
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
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Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
