Updated:
Stock Plan Advisory Group LLC
Stock Plan Advisory Group is a fee-only, independent firm specializing in retirement planning and executive compensation for Fortune 500 corporate employees...
Overview
Stock Plan Advisory Group is a fee-only, independent firm specializing in retirement planning and executive compensation for Fortune 500 corporate employees and their families. It provides holistic, progressive and unbiased financial planning, investment advisory services and comprehensive wealth management services to individuals and families. The firm serves in a fiduciary capacity, works exclusively in clients' best interests, and never makes commissions or takes compensation from third parties.
General information
Firm type
RIA
Principals
Wade Brittingham
CFP
Olivia Lee
Frequently asked questions
What services does Stock Plan Advisory Group LLC provide?
The firm offers financial advisory focused on equity compensation planning. This includes strategies for managing concentrated stock positions, such as diversified investing, hedging, and structured sales.
Who is the typical client for Stock Plan Advisory Group LLC?
Stock Plan Advisory Group LLC serves corporate employees and executives who hold equity compensation awards like stock options or restricted stock units. These clients often face tax and liquidity decisions following grants or exercises.
How does Stock Plan Advisory Group LLC differ from a traditional wealth manager?
Traditional wealth managers often provide broad financial planning. Stock Plan Advisory Group LLC specializes specifically in equity compensation strategies, including 10b5-1 trading plans, option exercise analysis, and tax planning tied to stock awards.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Stock Plan Advisory Group LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.