0
Client Reviews
0.3%
Percentage of Assets (AUM)
$0
Minimum Annual Income
$3M
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
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
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$3,000,000
Client Specialties
Services Offered
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
About Old Peak Finance - Dan Routh, CFP®
Old Peak specializes in ongoing wealth management 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.
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.
You may be interested in:
Calculated Wealth
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
Rodriquez Wealth Management
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Capital Area Planning Group
1 Client Reviews
"They were very professional and delivered results. I recommended them to other people in my network who reported the same experience, and they stayed with CAPG even longer than I did. I am planning to return to them for additional services as it's now been a few years and I'd like to get more guidance with some significant life events on the horizon."
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. 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.
