Vested financial planning services
We Offer a Single Service, Comprehensive Financial Planning, Which Includes Both:
Ongoing Financial Planning
It’s about the lifestyle and planning for what you really want most
Pricing
Isn’t it worth 1% or less of your investable assets to make the most of the other 99%?
Comprehensive financial planning makes the most of the other 99% of your assets by enabling you to maximize your employee equity, buy a house, save for college, and plan for financial independence.
Ready to talk with an expert?
Comprehensive Financial Planning
Ongoing Financial Planning
Investment Management
The pricing for this single service of comprehensive financial planning is an annual advisory fee using the schedule below.
Please note that we can add the most value if you have vested employee equity (ISOs, RSUs, NSOs, ESPP), savings, investments, retirement assets that total $2 million or more (excluding real estate).
The annual advisory fee is determined by the following schedule for assets under management and is a blended fee. For example, a household with $2 million in assets under management would pay 1.00% on the first $1 million and 0.85% on the second $1 million. Our minimum fee is $4,625 per quarter:
$0 - $1,000,000: 1.00%
$1,000,001 - $2,000,000: 0.85%
$2,000,001 - $3,000,000: 0.75%
$3,000,001 - $5,000,000: 0.60%
$5,000,001 - $10,000,000: 0.50%
$10,000,001 - $20,000,000: 0.40%
$20,000,001 and above: 0.30%
Fee-only Services
We’re paid directly by you and never receive commissions or referral fees
Independent
We recommend what’s best for you since we’re not part of a broker-dealer or bank
Fiduciary Promise
We’re legally bound to always work in your best financial interest
Vested Financial Planning works with Gen X & GEN Y Silicon Valley tech professionals to optimize their RSUs and stock options
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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