image for site

Financial Advisors for Equity Compensation

Equity compensation — like RSUs, ISOs, and stock options — can be a powerful wealth-building tool, but it’s also one of the most complex parts of your financial plan. A financial advisor who understands equity comp can help you navigate taxes, plan your vesting events, and turn your stock grants into a clear financial strategy.
Need to outsource something else? Search for proactivefractional CFOandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!

Financial Advisors

image for site
image for site
image for site
image for site
image for site
image for site
Showing 7 of 7 results

Find and Connect With Financial Advisors specialized in Equity Compensation (RSUs, Options)

Search our directory of tax professionals, CPAs and bookkeepers specialized in Equity Compensation (RSUs, Options)

FrequentlyAsked Questions

What does a financial advisor do for equity compensation?

They help you manage stock options, RSUs, and ESPPs — guiding you on tax strategies, diversification, timing decisions, and how to fit equity into your financial goals.

When should I talk to an advisor about my RSUs or ISOs?

Ideally before your first vesting event or stock sale. Early planning helps you reduce taxes and avoid costly mistakes, especially with ISOs and AMT.

What are the tax risks of stock options and RSUs?

ISOs can trigger AMT, RSUs are taxed at vesting, and ESPPs have complex rules for qualified vs. disqualified sales. An advisor can help you avoid common pitfalls.

Do I need a financial advisor if I’m not selling my stock yet?

Yes — planning in advance gives you more flexibility. You’ll want a strategy for future sales, taxes, and how your equity fits into your overall net worth.

Where can I find a financial advisor for equity compensation?

Look for “fee-only fiduciary” advisors on Sam's List who specialize in tech equity, RSUs, and stock options. You can also use other directories like NAPFA, XY Planning Network, or Fee-Only Network to search.

Not sure who’s right for you as an equity compensation holder? Answer a few quick questions, and we’ll introduce you to someone who fits.

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.
Sam’s List logo
About Us
Accountants
Financial Advisors
Fractional CFOs
Connect with an Expert