Equity-compensation advisors in Fort Lauderdale
Find a fiduciary advisor in Fort Lauderdale who routinely works with RSU holders, ISO exercisers, and pre-IPO employees.
What to look for in a Fort Lauderdale advisor
An advisor who works with equity comp does three things a generic advisor doesn't. They model supplemental-withholding gaps before April. They understand the interaction between federal AMT and FL ordinary tax on ISO exercises. And they know which FL trust structures and QSBS stacking strategies actually work versus which are theoretically interesting but administratively fragile.
Fee structure
Most advisors you'll meet through VestedGrant are fee-only. Some charge a flat annual retainer ($5k–$25k depending on complexity). Others charge a percentage of assets under management, usually 0.5%-1.0% with breakpoints above $1M. A few bill hourly for specific planning events. Be skeptical of anyone selling life insurance or annuities as your primary equity-comp solution.
Local tax considerations
FL has no state income tax on wages. That doesn't eliminate state-tax planning: prior states may still claim workday-allocated vestings, and NIIT still applies at the federal level.