Client Reviews
$10,000
Flat Fee/Retainer
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 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.
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