Estate Planning Financial Consultant Startup 
Harness Wealth
MAY 25, 2023
The per-hour fee structure is often used by financial advisors offering advice on estate planning; debt management; tax strategies; and Social Security claiming strategies. Many financial planners will do a portfolio review and provide investment advice for an hourly fee as well.
Sara Grillo
APRIL 10, 2023
Most recently James worked with several seed and pre-seed startups at Nerd United, a venture studio, specializing in working with Crypto Startups to identify their early product market fit and work to get them into a functioning BETA. James Giles James Giles works as a Product Manager specializing in the Fintech and Crypto space.
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The Big Picture
JUNE 11, 2024
We were basically dealing with 401k plans that were from startup to a hundred or so million. And they would say, well, hey, before you talk to my team about the 401k, how many $1 billion, 401k plans do you have? They still got their website, they still got their financial consultant in the branch.
Harness Wealth
JANUARY 17, 2025
Find out if they focus on small businesses, startups, equity compensation, or specific industries, and if not, if they might be able to refer you to the firm best suited to meet your needs. Some tax advisors specialize in tax planning, while others may concentrate on auditing, financial consulting, or simply annual tax filing.
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