Aaron Agte, CFP^®

Financial Advisor

Graystone Advisor

48 Port Royal Ave
Foster City, CA 94404-3581

(650) 600-3963 CONNECT WITH Aaron

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Flat fee based on 1% of income and 0.5% of net worth. This is the annual fee for Comprehensive Financial Planning and Investment Advisory Services combined. Minimum $7,000 per year. No asset minimums No commissions No % of AUM Fee Only

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

No Minimum

My Links

Website

XY Planning Network

Fee Only Network

MyStockOptions.com

NAPFA

General

Aaron Agte is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Graystone Advisor in Foster City, CA and the surrounding communities.

Financial Advisor Overview

I provide fee-only comprehensive financial planning and investment management for couples who need help with their employee benefits, including Incentive Stock Options (ISOs), NQSOs, RSUs, ESPP, and their 401k.

Financial Advisor Experience

I have been helping clients with comprehensive financial planning since 2006. I started Graystone Advisor to provide unbiased financial advice to households with employer stock plans and rental real estate. I know we’re saving enough for retirement in 401k’s, but my wife and I still have serious conversations about how to use her RSUs most effectively. Our issues require significant financial planning that firms with AUM minimums wouldn’t be willing to take on.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Stocks & Bonds, Life Planning, Startup