New Wave Financial Services

What New Wave Financial Services does

New Wave Financial Services, LLC is a fee-only fiduciary financial advisory firm founded in 2014 and headquartered in Hermosa Beach, California, with 1-10 employees serving clients nationwide on a virtual basis. The firm offers an integrated service stack combining financial planning, tax preparation and planning, and investment management, led by founder Greg Meyer (CPA, CFP) and partner Caitlin Meyer (former Google/YouTube executive). The core customer base consists of high-income tech and aerospace employees navigating complex equity compensation (RSUs, ISOs, NSOs, AMT) and entertainment professionals and content creators managing variable income and multi-stream revenue (S-Corp structuring, 1099 income, self-employment tax).

The product catalog is structured in three tiers: a One-Time Financial Plan at $4,500, a Tax Package at $2,400+ per year, and the flagship Ongoing Advising service at $2,250 per quarter plus 0.25-0.35% AUM fees. Underlying technology is third-party-led: Right Capital serves as the financial planning and data aggregation portal, Zoom and Google Meet handle virtual client meetings, and proprietary digital dashboards surface real-time client visibility. The firm is registered as an SEC investment advisor (Registration 173224).

The business model is subscription-recurring anchored on the Ongoing Advising retainer, with one-time fees and AUM-based asset management as secondary revenue streams. Distribution is direct and digital: content marketing on niche equity-compensation topics (RSU withholding, SpaceX IPO, ServiceTitan lock-up) drives organic search acquisition, with a free 20-minute introductory call as the conversion mechanism. The firm has no external institutional funding and is founder/family-owned, limiting capital-intensive growth but preserving the fee-only fiduciary positioning that differentiates it from commission-based competitors.

Name

New Wave Financial Services

Legal name

New Wave Financial Services, LLC

Website

https://newwavefs.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

New Wave Financial Services is a fee-only fiduciary advisory firm offering integrated financial planning, tax preparation, and investment management to high-income tech employees with equity compensation and entertainment content creators, delivered virtually nationwide from Hermosa Beach, California.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

Keywords

• Equity compensation planning
• Fee-only financial advisory
• Tax preparation services
• Investment management services
• Financial planning services

Headquarters

HQ city

Hermosa Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Ongoing Advisory Services: Comprehensive quarterly retainer combining financial planning, investment management, and tax preparation. Fees include $2,250 per quarter plus asset-based management fees. Includes annual tax return filing, equity compensation planning, and unlimited year-round access.
2. One-Time Financial Plan: Standalone financial planning engagement for $4,500 one-time fee. Includes financial plan development, action plan with prioritized next steps, and two 1-hour planning meetings. Does not include investment management or tax preparation.
3. Tax Package: Personal tax preparation and planning for clients with complex tax needs. Priced at $2,400+ per year based on complexity and scope. Includes year-end tax projection, annual tax planning meeting, withholding strategy, and quarterly payment planning.
4. AUM-Based Investment Management: Asset management fees of 0.35% AUM for portfolios up to $5 million and 0.25% AUM for portfolios above $5 million. Integrated with ongoing advising services as part of comprehensive offering.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

New Wave Financial Services is a fee-only fiduciary advisory firm that provides integrated tax preparation, financial planning, and investment management services to individuals. The firm combines CPA tax expertise with CFP® financial planning under one roof, specializing in equity compensation (RSUs, ISOs, NSOs, AMT) for tech and aerospace employees and serving entertainment professionals, content creators, and self-employed clients. Services are delivered virtually nationwide from its Hermosa Beach, California headquarters.

Product overview

New Wave Financial Services is a fee-only financial advisory firm offering an integrated suite of services under one roof. The core offering combines financial planning, tax preparation and planning, and investment management, led by dual-credentialed CPA and CFP® Greg Meyer. The firm offers three engagement tiers: a One-Time Financial Plan ($4,500) for standalone planning needs, an All-Inclusive Ongoing Advising service ($2,250/quarter + 0.35% AUM) that bundles comprehensive financial planning with tax preparation and investment management, and a Tax Package ($2,400+/year) for those requiring tax services only. All services are coordinated to ensure tax strategy, investment plans, and financial decisions work together seamlessly.

Differentiator

Problem solved

Functional benefit

Products and services

• One-Time Financial Plan A standalone financial planning engagement for individuals seeking a comprehensive financial roadmap and prioritized action plan. Includes financial plan development and two 1-hour planning meetings. Does not include investment management or tax preparation. Priced at $4,500 one-time.
• Ongoing Advising (All-Inclusive) A comprehensive continuous service combining personal tax preparation (1040), financial planning, and investment management. Includes equity compensation planning, tax-efficient portfolio management, strategic rebalancing, tax-loss harvesting, retirement/education/cash flow strategy, concentrated stock diversification, and unlimited year-round access. Priced at $2,250 per quarter plus 0.35% AUM (0-$5M) and 0.25% AUM ($5M+). Includes 3x/year meetings.
• Tax Package (Planning + Prep) Personal tax preparation and planning for individuals with complex tax situations, particularly those with equity compensation or 1099 income. Includes year-end tax projection, annual tax planning meeting, withholding strategy, quarterly payment planning, and individual tax preparation (1040). Priced at $2,400+ per year based on complexity and scope.

Quantifiable outcome

• Coordinated tax strategy saved clients over 15% on their tax bill
• +1 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves6 records

Expansion highlights4 records

Emerging players

• Ellevest: Ellevest provides financial planning and investment management with a focus on women and equity compensation holders. Overlaps with New Wave's equity compensation specialization but targets a different primary demographic segment.

Broad incumbents

• Betterment: Betterment is one of the largest independent robo-advisors offering automated investment management with optional access to CFP® professionals. Competes for tech employees' investment accounts at scale with low-cost technology-driven service.
• Wealthfront: Wealthfront is a leading robo-advisor with automated investment management and financial planning. While automated rather than human-advisor driven, it competes for tech employees' investment management and planning dollars with significantly lower fees and stronger brand.
• Empower (Personal Capital): Empower (formerly Personal Capital) combines free financial tools with wealth management services for high-net-worth investors. Much larger scale, broader offering, and partially fee-based; overlaps with New Wave's investment management and planning services for high-income professionals.
• Creative Planning: Creative Planning is a large RIA offering comprehensive wealth management, tax, and estate planning services. Operates in the same fee-based financial advisory space but at much larger scale with broader services and broader client base.

Others

• Monarch Money: Monarch Money is a financial planning and budgeting platform for high-income households. While a software tool rather than an advisory firm, it overlaps with New Wave's target market (high-income tech employees) and could serve as a partial substitute for clients wanting lower-cost visibility into their finances.
• Boldin (formerly NewRetirement): Boldin is a retirement planning software platform enabling DIY financial planning. While not directly competing for advisory services, it represents an alternative tool for tech employees seeking self-service retirement and tax planning rather than hiring an advisor.

Direct peers

• Facet Wealth: Facet Wealth is a fee-only virtual financial planning firm offering flat-fee advice integrated with investment management. Targets high-income professionals with a similar digital-first model and fixed-pricing approach, making it the closest direct competitor in the fee-only space.
• Harness Wealth: Harness Wealth matches tech employees and equity compensation holders with vetted financial advisors. Directly comparable in target market (tech employees with complex equity comp) and integrates tax planning with financial advice, mirroring New Wave's value proposition.
• Domain Money: Domain Money provides flat-fee financial planning for tech employees, specializing in equity compensation, IPO planning, and tax strategy. Direct competitor in the same niche with similar fee structure and target audience of high-earning tech professionals.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/NWFSGroup
• LinkedInlinkedin.com/company/new-wave-financial-services

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about New Wave Financial Services