Flat Fee
Financial Advisor
for Solopreneurs
We handle your finances, so you can handle your business.
An Advisor For Business Owners
As a business owner in California himself, Chris helps his clients navigate the complex regulatory, tax, and investing landscape.
How We’re Different
No Account Minimums
Flat Retainer Fee
Portfolio Management Included
Our Mission
We manage your financial life, so you can manage your business. Planning, investments, taxes, and retirement plans are all included in a flat fee. We don’t charge an AUM fee, so we can help business owners who have the majority of their equity in their business.
Our Flat Fee Financial Services
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Financial Planning
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Cashflow Management
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Portfolio Management
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Retirement Plans
