--- title: Am I a good fit to work with Secfi for financial advisory services? description: We believe financial advice can be powerful for anyone, no matter their level of assets. --- [Skip to content](https://hello.secfi.com/migration/help/am-i-a-good-fit-to-work-with-secfi-for-financial-advisory-services#main-content) English Show submenu for translations [Contact us](https://hello.secfi.com/migration/help/kb-tickets/new?hsLang=en) ![Logo-Apr-26-2023-11-46-34-7947-AM.png\]](https://hello.secfi.com/hs-fs/hubfs/Logo-Apr-26-2023-11-46-34-7947-AM.png?height=40&name=Logo-Apr-26-2023-11-46-34-7947-AM.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://hello.secfi.com/migration/help/kb-tickets/new) - [Secfi Learn](https://secfi.com/learn) [Secfi Learn](https://secfi.com/learn) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://hello.secfi.com/migration/help?hsLang=en) 2. [Advice & Wealth](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en) 3. [Advisory & Wealth General](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#advisory-wealth-general) # 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 with equity in their company 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](https://hello.secfi.com/help/what-are-the-fees-for-wealth-management?hsLang=en). - [Equity and shares](https://hello.secfi.com/migration/help/equity-and-shares?hsLang=en#main-content) - [Equity on Secfi](https://hello.secfi.com/migration/help/equity-and-shares?hsLang=en#equity-on-secfi) - [Equity on Carta](https://hello.secfi.com/migration/help/equity-and-shares?hsLang=en#equity-on-carta) - [Equity on Shareworks](https://hello.secfi.com/migration/help/equity-and-shares?hsLang=en#equity-on-shareworks) - [Financing](https://hello.secfi.com/migration/help/financing?hsLang=en#main-content) - [General](https://hello.secfi.com/migration/help/financing?hsLang=en#general) - [Products and fees](https://hello.secfi.com/migration/help/financing?hsLang=en#products-and-fees) - [Eligibility requirements](https://hello.secfi.com/migration/help/financing?hsLang=en#eligibility-requirements) - [Secondary sale](https://hello.secfi.com/migration/help/secondary-sale?hsLang=en) - [Advice & Wealth](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#main-content) - [Advisory & Wealth General](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#advisory-wealth-general) - [Offerings](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#offerings) - [Cost and Fees](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#cost-and-fees) - [Wealth Management Overview](https://hello.secfi.com/migration/help/advice-wealth?hsLang=en#wealth-management-overview) - [Privacy](https://hello.secfi.com/migration/help/privacy?hsLang=en) - [Account](https://hello.secfi.com/migration/help/account?hsLang=en) # Secfi, Inc. Copyright © 2026, Secfi, Inc.