Vested financial planning services

Maximize Your Employee Equity, Minimize Your Taxes and Reach Your Goals

Ongoing Financial Planning

It’s about the lifestyle and planning for what you really want most

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Investment Management

We invest for you to achieve the lifestyle you dream of

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Fee-only Services

We are paid directly by you and never receive commissions or referral fees

No Account Minimums

We’re here to help every level of investor reach their financial goals

Fiduciary Promise

We’re legally bound to always work in your best financial interest

Pricing 

Isn’t it worth 2% of your income to make the most of the other 98%?

Ongoing financial planning makes the most of the other 98% of your income by enabling you to maximize your employee equity, buy a house, save for college, and plan for retirement.

 

Ready to talk with an expert?

 

Ongoing financial planning costs ~2% of our typical clients’ annual income

Ongoing Financial Planning

Build a comprehensive financial plan and work together to implement and help you achieve your goals

Starts at:
$7,000

Starts at $7,000 for individuals and $8,500 for couples (annual fee billed quarterly). Fees waived with investment management of $500,000 or more.

Investment Management

Identify investment goals, develop customized asset allocation and invest and monitor your accounts for you

Ranges From:
0.40-1.00%

0.40%-1.00% annual fee based on value of assets under management (billed quarterly).

Vested Financial Planning works with Gen X & GEN Y Silicon Valley tech professionals to make the most of their employee equity

We build plans that help you buy a home, save for college costs and prepare for retirement and we help you enjoy the journey too

  Cash Flow & Budgeting

  Tax Planning Strategies

  Estate Planning

  Insurance Review

  Financial Goal Planning

  Employee Benefit Optimization

  Home Buying Counseling

  College Savings

  Retirement Planning

  Investment Analysis & Management

Let’s Work Towards Your Financial Dreams.

 

1. Build the Plan

2. Take Action

3. Reach Your Goals

TOM LO, CFP®, MBA

Vested Financial Planning

 

San Carlos, CA 94070 

 tom@vestedfinancialplanning.com

Phone: (650) 315-7372

DISCLOSURE: The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Vested Financial Planning, LLC (referred to as "VFP") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose.  VFP does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall VFP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if VFP or a VFP authorized representative has been advised of the possibility of such damages. In no event shall Vested Financial Planning, LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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