Top Financial Advisors for Stock Option Planning
Stock Option Planning services that optimize equity compensation value and tax efficiency. Our directory connects you with advisors who develop exercise strategies, manage concentration risk, and coordinate equity compensation with investment planning.
Works with clients across the US
Requirements:
$50,000 Minimum Investment
CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.
401(k) & IRA Management
Asset Allocation
College/Education Planning
Wealth Management
Tax Strategy
Social Security Planning
Retirement Planning
Portfolio Rebalancing
Philanthropic Planning
Liquidity & Exit Planning
Investment Management
Insurance Planning
Financial Planning
Family Wealth Transfer
Exit Planning
Estate Planning
Education Planning
Cash Flow Planning
Alternative Investments
Business Succession Planning
Charitable Giving
Debt Management
ESG/Impact Investing
Executive Compensation
Family Office Services
Financial Advice & Coaching
Individual Tax Services
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Real Estate Advisory
Risk Management
Stock Option Planning
Trust Services
Specialities
$0-$250,000Flat Fee
Works with clients across the US
Requirements:
$250,000 Minimum Income, $500,000 Minimum Investment
We specialize in helping high-net-worth families navigate the complexities and risks of growing wealth by having a customized Firm Foundation Wealth Strategy™.
401(k) & IRA Management
Alternative Investments
Estate Planning
Financial Planning
Insurance/Risk Management
Asset Allocation
Family Wealth Transfer
Investment Management
Liquidity & Exit Planning
Portfolio Management
Wealth Management
Tax Strategy
Stock Option Planning
Business Succession Planning
Charitable Giving
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Financial Advice & Coaching
Executive Compensation
Risk Management
Exit Planning
Education Planning
College/Education Planning
Insurance Planning
Life Transition Planning
Specialities
0.50%-1.00%of AUM fee
Works with clients around the world
Requirements:
$150,000 Minimum Income, $350,000 Minimum Investment
Custom Wealth Planners is a fiduciary fee-only financial advice and investment management firm in Ankeny, Iowa dedicated to helping individuals and families achieve their financial goals. With over 20 years of experience, our team of Certified Financial Planners™ will work closely with you to develop a personalized plan that aligns with your unique financial situation and future aspirations. We believe in providing transparent and unbiased advice, always acting in your best interest. Contact us today to schedule a consultation and take charge of your financial future.
Cash Flow Planning
Estate Planning
Financial Planning
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Social Security Planning
Wealth Management
Asset Allocation
Charitable Giving
College/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
Specialities
$4,000-$10,000One-Time Planning Fee
Works with clients across the US
Requirements:
$750,000 Minimum Income
AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have a licensed financial advisor and tax professional on the team who work together on every client. We have flat fees and AUM models for those that also want their assets managed, but there is no requirement for that. We know planning, specifically income, capital gains, and estate tax planning, is the biggest value add.
401(k) & IRA Management
Cash Flow Planning
Debt Management
ESG/Impact Investing
Estate Planning
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Portfolio Management
Real Estate Advisory
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
Specialities
$12,000-$25,000One-Time Planning Fee
Works with clients across the US
Requirements:
No Minimum
At Parkwoods Wealth Partners, we specialize in providing personalized and compassionate financial guidance to help you achieve your unique financial goals. With decades of experience, our team is dedicated to understanding your individual needs and aspirations, ensuring that every financial decision aligns with your values and long-term objectives. 
Our Services:
• Wealth Planning: We offer personalized financial plans that ensure your future is secure and your goals are achievable. By understanding your unique needs, we help you navigate financial complexities with confidence. 
• Portfolio Management: Our expert team optimizes your investments to align with your long-term objectives, maximizing returns while managing risk. We provide continuous monitoring and...
Our Services:
• Wealth Planning: We offer personalized financial plans that ensure your future is secure and your goals are achievable. By understanding your unique needs, we help you navigate financial complexities with confidence. 
• Portfolio Management: Our expert team optimizes your investments to align with your long-term objectives, maximizing returns while managing risk. We provide continuous monitoring and...
401(k) & IRA Management
Education Planning
Investment Management
Liquidity & Exit Planning
Retirement Planning
Stock Option Planning
Wealth Management
Portfolio Management
Estate Planning
Charitable Giving
Cash Flow Planning
College/Education Planning
Executive Compensation
Financial Planning
Tax Strategy
Specialities
0.00%-1.00%of AUM fee
Works with clients across the US
Requirements:
No Minimum
We help athletes and entrepreneurs build and protect wealth.
401(k) & IRA Management
Alternative Investments
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
Wealth Management
Social Security Planning
Real Estate Advisory
Portfolio Management
Pension Planning
Life Transition Planning
Insurance/Risk Management
Financial Planning
Financial Advice & Coaching
Family Office Services
Executive Compensation
Estate Planning
Debt Management
Cash Flow Planning
Specialities
$2,500-$10,000One-Time Planning Fee
Frequently AskedQuestions
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
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.
