No investment minimums.

No commissions or products.

No hidden fees.

Financial Planning Services

Wealth Builder

Designed for tech professionals


Paid in monthly or quarterly installments

FIRE Planning
Tax Planning
Cashflow Planning
Stock Options & RSUs
Investment Management
Individual Tax Preparation

Includes quarterly meetings with
unlimited email support for one year

+ 0.50% AUM (optional)

Wealth Management

Designed for business owners


Paid in monthly or quarterly installments

Business Formation
Business Coaching
S-Corporation Payroll
Solo 401(k) Administration
Small Business Bookkeeping
Individual & Business Tax Preparation

Includes quarterly meetings with
email support for one year

+ 0.50% AUM (optional)

All fees are negotiable based on your financial situation

Hear what others have to say

  •   I am very grateful to have found Brandon when I was searching for a fiduciary/fee-only financial planner. Before finding Brandon, my family met with another financial planner who was recommended... read more

    thumb Paloma R.

      Brandon was professional, reliable and responsive. He answered our questions patiently and went above and beyond by providing some targeted advice to help reduce our business costs. I'm glad to... read more

    thumb Amjith R.

      Brandon was recommended by a friend and I'm glad she did. The entire process with Brandon on my tax return was seamless from start to finish. Brandon is knowledgeable and... read more

    thumb Bren L.
  •   Brandon was so great to work with. Efficient, friendly and professional - what more can you ask for? He came highly recommended by my financial planner and I'm so glad... read more

    thumb Jessica D.

      Highly recommend Brandon who helped us with filing taxes. He did a great job in understanding our situation and telling us about tax laws we were unaware of. All this... read more

    thumb Swapnil J.

      So glad to have found Brandon to help me with my taxes since they have become a bit more complicated and I can no longer file them on my own.... read more

    thumb Jessica S.
  •   Bottom line: Hire Brandon if you want a fast, easy, and affordable experience.

    My partner and I have always filed our own taxes. Recently, CA made it a lot more... read more

    thumb Briana D.

      Brandon was attentive, professional and personable. Contacted us quickly and responded with clear and helpful answers. He completed our return quickly and answered all of our questions. Brandon is very... read more

    thumb Elizabeth S.

      Brandon is your guy for tax preparation!  He saved us thousands of dollars and was prompt, responsive, and professional.  He made the whole process an breeze, despite our somewhat complicated... read more

    thumb Josh J.
  •   Amaral Financial Planning would get 6 stars if allowed!

    We have been working with him for years and all I can say is great things. His professionalism and response times... read more

    thumb Jorge L.

      We have been working with Brandon to manage our financial and taxes.  We are very pleased with the level and quality of help we have been receiving from Brandon.  ... read more

    thumb Sam H.

      Brandon was very courteous, honest, reliable and professional. He did an excellent job everything is done electronically and very hassle free experience. Everything was well organized and efficient. I highly... read more

    thumb Shawn P.
  •   Brandon is awesome! I hired him after I got early exercise options from a startup I joined. He helped me understand the complexities of taxation related to early exercise in... read more

    thumb Payoj B.

      Super easy to work with - very patient and answers all your questions so you are comfortable with the process. Highly recommend and looking forward to continue this long term... read more

    thumb Alexander V.

      I've been working with Brandon for around 1.5 years and he has been amazing! He always answers all my questions promptly and gives me a plethora of advice. Highly recommend!

    thumb Tiffany H.
  •   Impressive! Expert and responsive help for financial and tax planning.

    Was looking for some professional help to review our tax and financial planning, centering on someone with both Certified Financial Planner... read more

    thumb Rob L.

      I would recommend, Brandon for all your financial needs. He was professional & easy to work with. I will continue to use him in the future.

    thumb Robben M.

      We have been working with Brandon for the last 2-3 years. We feel very lucky that we found Brandon!

    Not only Brandon knows that these tax jurisdictions exist, but also... read more

    thumb Hailey K.
  •   Brandon has been handling my personal and business taxes for the last year. I highly recommend him to anyone starting out with a business.

    thumb Anthony E.

      Brandon was very well versed in all the aspects of my tax return, and was super helpful in identifying mistakes in past returns as well.

    He was a pleasure to... read more

    thumb Sergey Y.

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