Straightforward and honest financial advice.
Starting at $59/mo.

Get financial advice that’s tailored to you.
No hidden fees, no gimmicks. Just honest, actionable advice.

How we can help you

Getting your finances right can be challenging. We are here to answer your questions and make sure your money is working as hard as you.

  • Optimize your portfolio

    We make sure that your entire portfolio (stocks, 401k, real estate, RSUs) is optimized for your goals and your risk profile.

  • Plan for retirement

    We review that you’re on track for your retirement goals and that your retirement accounts (e.g. 401k, IRA) are in good shape.

  • Manage equity compensation

    We help you navigate the complexity of equity compensation (e.g. RSUs, stock options) with a strategy that makes sense for you.

  • Buying a home

    Buying a home is the biggest financial decision for many people that’s full of challenges. We help you answer questions like "what can I afford?" or "what kind of mortgage is best for me?".

How it works

We get to know you

You're matched with an advisor, where we learn about your financial situation and your goals.

Get a comprehensive, custom plan

We take everything into consideration and generate an action plan that's tailored to you.

We're here for you

You can reach your advisor on email, Zoom, or chat anytime (seriously!) with your questions.

Meet some of your advisors
AgentRisk is an SEC-registered investment advisor. We have been managing the wealth of high-net-worth individuals (as well as our own) since 2015, with a solid track record.
Jon is a Registered Financial Advisor and a Serial Tech Entrepreneur, with a 17x return exit under his belt. He is also an active Angel Investor and very vocal about financial freedom and education.
He grew his wealth with simple and proven strategies — the exact same strategies that can be applied to everyone's portfolio.
He's been a Guest Lecturer at Stanford and the United Nations and has talked about personal finance in 40+ events in the US, Europe, and Asia.
Jon V
Co-founder & CEO, AgentRisk
CRD#: 6540837
Alex is Registered Financial Advisor, a serial fintech entrepreneur, as well as a seasoned Software Engineer.
He is a big believer that technology can give advisors the power to do their best work and help people to reach their goals.
When not putting together financial advice and improving AgentRisk's technology, he is obsessively trying to maximize credit card rewards.
Alex Loukissas
Co-founder, AgentRisk
CRD#: 7030621
Why you need an advisor
Working with a good financial advisor, your money can grow up to 3% more per year1. Wonder what 3% looks like over time?
[1] Vanguard, Putting a value on your value (February 2019)

Priced fairly for everyone

Whether you just want a one-time consultation or you're looking for ongoing access to a financial advisor, you got an option that fits your needs.

Single consultation

One-time fee
  • Best for DIY investors

  • Custom, actionable advice

  • No ongoing support

Most popular


When prepaid annually
  • Best for individuals & young professionals

  • 20 hours support annually (email or video call)

  • Full portfolio review with actionable advice

  • Advice on individual stocks, ETFs, mutual funds


When prepaid annually
  • Best for families

  • Up to 4 different members

  • 100 hours of support annually

  • Everything from "Growth"

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