Get Matched with an Equity
Compensation Specialist
We personally match you with a vetted CFP® or CPA who specializes in your exact equity type: ISOs, RSUs, NSOs, ESPP, or pre-IPO options.
Every match includes a free preliminary analysis of your equity positions and tax situation from EquityNav, so you and your advisor start your first call with real numbers, not a blank slate.
How It Works
From submission to advisor introduction in 1 to 3 business days.
Free Preliminary Analysis
Submit your equity details. EquityNav runs a complimentary preliminary analysis of your equity positions and tax situation before your first advisor call.
Personalized Matching
We review your situation and hand-match you with a vetted CFP® or CPA who specializes in your exact equity type, company, and state.
Free Introduction Call
Meet your advisor with your preliminary analysis in hand. No obligation, no pressure. If it's a fit, you work together directly.
Every Match Includes a Free Preliminary Analysis
Before your first advisor call, EquityNav runs your equity details through our planning software, the same engine used by advisory firms, to produce an initial overview of your positions, estimated tax exposure, and key planning considerations. This gives you and your matched advisor a concrete starting point instead of starting from scratch.
Who This Service Is For
If any of these describe your situation, a specialized equity compensation advisor can likely save you significant money.
RSU Holders
Quarterly vesting at a public company with withholding gaps and sell-timing decisions.
Pre-IPO Option Holders
ISOs or NSOs at a private company with exercise timing and AMT decisions before a liquidity event.
Post-Exit / Job Change
Facing a 90-day option expiration window or holding concentrated stock after an exit.
AMT & Complex Tax Situations
Exercised ISOs or hold equity across multiple companies with multi-state tax exposure.
ESPP Participants
Buying company stock at a discount and need clarity on holding periods and tax treatment.
Concentrated Positions
A large portion of net worth in a single stock and need a tax-efficient diversification strategy.
What Equity Compensation Advisors Help With
Learn more: visit our resources page for in-depth guides on each topic.
When to Hire an Equity Compensation Advisor
The highest-impact moments for professional equity planning.
Before exercising ISOs
Best timing: 3–6 months beforeAMT planning requires multi-year modeling. Early planning can save $10K+ in unnecessary tax.
RSU vesting over $100K/year
Best timing: Before first major vestWithholding gaps can create surprise tax bills of $20K–$50K+. Plan proactively, not reactively.
Job change with unvested equity
Best timing: Within 90-day windowOptions often expire 90 days after termination. Missing this window can mean forfeiting $100K+ in value.
IPO or acquisition approaching
Best timing: 6–12 months beforeLiquidity events create complex tax scenarios. Early planning unlocks QSBS, AMT credits, and tax-loss harvesting.
Equity > 20% of net worth
Best timing: ImmediatelyConcentrated positions require diversification planning to reduce risk without triggering unnecessary capital gains.
Equity Comp Advisor vs. Traditional Financial Planner
| Service | Equity Comp Advisor | Traditional Planner |
|---|---|---|
| ISO/NSO exercise planning | Core expertise | Rarely offered |
| AMT modeling and projections | Multi-year scenario analysis | Referred to CPA |
| RSU withholding gap analysis | Proactive tax planning | Not typically covered |
| Pre-IPO liquidity strategy | Specialized knowledge | Limited experience |
| QSBS eligibility | Standard service | Often unfamiliar |
| 83(b) election guidance | Standard offering | Rarely advised |
| General retirement planning | Offered | Core expertise |
| Insurance and estate planning | Often offered | Core expertise |
Frequently Asked Questions
Questions? Reach out at support@equitynav.io
Ready to Get Matched?
Submit your details and we'll personally connect you with a vetted advisor or CPA who specializes in your specific equity situation.
Includes a free preliminary analysis of your equity positions and tax situation from EquityNav.
No spam. No credit card. We manually review every request.