401 Financial
Typically responds within 24 hours
FOUNDING YEAR
2022
NUMBER OF EMPLOYEES
2 - 5 employees
401 Financial 's Assets Under Management (AUM)
$25M - $100M
BUSINESS AFFILIATION
Independent RIA
FIDUCIARY
Yes
INVESTMENT APPROACH
Blend of both
REGISTERED INVESTMENT ADVISER?
Yes
LOCATION
-
SUPPORT
Dedicated Staff
401 Financial
401 Financial is an advice only RIA that specializes in cryptoassets, financial planning, financial coaching and business planning. We provide a digital first experience that is personalized with real-time insights and feedback.
Clients who would be a good fit
25-45 year old looking for a high touch tech driven experience. They probably also have an interest in crypto and looking to work with an adviser for the first time or switch from an AUM based FA.
Clients who wouldNOTbe a good fit
Retirees.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Hourly Rate
$250
Subscription
$500
One-Time Financial Planning Fee
$2,500
Meeting Options
In person meetings
Video meetings
Phone
Email
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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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.
