Equity-compensation advisors in Sunnyvale
Find a fiduciary advisor in Sunnyvale who routinely works with RSU holders, ISO exercisers, and pre-IPO employees.
What to look for in a Sunnyvale 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 CA's state AMT and federal AMT on ISO exercises. And they know which CA 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
CA taxes RSU and NSO income as ordinary at a top rate of 13.3%. Calculates its own state AMT; one of the most expensive states for ISO exercise.