Am I a good fit to work with Secfi for financial advisory services?

We believe financial advice can be powerful for anyone, no matter their level of assets. We have no asset minimums, we only have a quarterly retainer (starting at $1,250) to cover advisory services, such as stock option exercise planning, savings strategies, and tax savings opportunities for you. We specialize in partnering with early & mid-career professionals across the startup community to help them navigate decisions with their equity and create a roadmap to align their money with their financial priorities. You can view the pricing structure for investment management services here.