What is Sondo Fi?

We take the time to understand your unique situation before we tailor advisor matches to your needs and preferences. The process is simple: Schedule a 15-minute Call with a Sondo Fi Concierge to tell us about your goals and milestones. Log in to the Sondo Fi Client Portal to review advisor recommendations we believe most closely match your requirements. Schedule complimentary introductory calls with your Financial Advisor matches to identify the best fit. Partner with your Financial Advisor to build your financial future. Our Concierge team is here to support you throughout your selection process—answering questions and helping you connect with the best advisor fit.

We take our responsibility to help you find a trusted Financial Advisor seriously. To that end, we have curated a network of advisors that we would feel comfortable hiring ourselves. We want to simplify the process of selecting a Financial Advisor for you and help you find one that is best suited to your needs and preferences. We evaluate Financial Advisors in our network based on a broad range of criteria: Experience: We ensure our advisors have 5+ years of relevant experience and an established track record of working with clients in the technology and biotech industries. Credentials & Education: We focus on advisors with specialty certifications (e.g., CFP, CFA, CPA, EA, etc.) and many have earned advanced degrees (e.g. MBA, JD). Unbiased & Transparent: We work exclusively with independent, fee-only advisors who are 100% client-aligned and not biased by product commissions. Competitive Fees: While financial planning and investment management fees can vary based on scope and complexity of the engagement, we filter our advisor network for professionals that provide high quality service at competitive industry rates. Service Offering: We curate our advisor network to offer comprehensive financial planning tailored to each unique client situation. We understand that “best fit” can also include qualitative factors such as communication and working style.

We do not have account minimums. Our Financial Advisor network can service clients across a broad range of incomes, investable assets, and career stages. Don’t hesitate to reach out if you are looking for help finding the right Financial Advisor.

Yes, the Financial Advisors in our network have been pre-screened for their ability to work remotely with clients all over the United States.

For our clients, Sondo Fi is a free service to help them find a trusted Financial Advisor that specializes in equity compensation and sudden wealth. We are compensated by the Financial Advisors in our network for clients that we refer to them. Our fees are never passed onto you. We are incentivized to help you find a Financial Advisor that matches your unique needs and preferences, resulting in a long-term relationship built on trust.

Once you partner with a Financial Advisor, you will sign an advisory agreement with them directly. You only pay the advisor once you have agreed to work with them. The fee will be outlined in the advisory agreement and paid to the Financial Advisor directly.

If you engage a Financial Advisor through Sondo Fi and you are not satisfied after the first year, we will refund your fees. We pride ourselves on our client service and have curated a network of Financial Advisors with a track record of client service attention and sophistication. To qualify for the advisory fee refund, you must formally retain a Financial Advisor through the Sondo Fi platform for comprehensive financial advisory services for a minimum of one calendar year. Offer is not valid for one-time financial planning arrangements or hourly planning services. A maximum of 12 months of advisory fees are refundable and will be credited to you directly from Sondo Fi, Inc. upon proof of paid advisory fees. Request for refund must be within 15 months of initial Financial Advisor engagement. This credit is not transferable. Only one credit per household.