Trust & Estate Planning
Did you know 93% of people want estate planning help from their financial advisor, but only 22% actually get it?* We close that gap: your estate plan, reviewed and coordinated alongside your investment accounts and your broader financial plan, so everything is finally telling the same story.
Companies we work with
Through our partnership with EncorEstate Plans, we help you build a state-specific will, revocable living trust, power of attorney, and healthcare directive.
When the process is done, we make a point to review beneficiary designations across every Schwab, Fidelity, E*TRADE, and Merrill Lynch account, retirement plan, and life insurance policy. This is a commonly missed step, since an outdated beneficiary form overrides even a perfectly drafted will.
For blended families and clients holding concentrated stock or multiple real estate properties, we build structures that account for any community property rules and plan for incapacity before it's needed.
We’re not attorneys, so we don’t draft your documents or provide legal advice.
What's it cost?
We charge a one-time coordination fee:
$2,000 for individuals, $2,750 for married couples.
We're on a mission for 100% of our clients to have a completed estate plan, not just the 22% industry average.*
Most people know they need one and still don't have it, because it sits on a to-do list with no deadline. We're your accountability partner from the first document to the last beneficiary form, revisiting the plan periodically as part of your financial plan reviews with us.
*Source: Spectrem Group, as cited in Vanilla's 2024 State of Estate Planning report.
Success Story
The Latest
Our team might be a fit if…
You work at Amazon, Microsoft, Meta, or Google or another tech company, public or private?
Your household is highly compensated in company stock, and you need it turned into an actual plan, not just a number on a statement.
You're over 45, have a family, and don't have enough hours in the day.
You already max out your 401(k), and have at least $1M in investable assets.
You believe in professional advice, and you're a nice person. (Seriously — that last one is a deal-breaker.)
We work with households across a range of net worth, with deep expertise for company stock positions between $5–50 million.
We're a comprehensive advisory firm, not an à la carte one. One relationship covers:
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Wealth Management
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Financial Planning
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Investment Management
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Tax Planning
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Insurance Planning
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RSU & Stock Options
Ready To Get Started?
We invite you to schedule a call! Ask ANY questions you may have, and we’ll ask what’s important to you.
Let’s Make Smart Decisions, Together.
Consilio Wealth Advisors provides investment advisory and financial planning services to technology professionals nationwide so they can experience the confidence they deserve.
All of our advisors are CERTIFIED FINANCIAL PLANNER® professionals (and many of our team members hold or are in pursuit of other advanced certifications).
We offer unbiased advice and never push any proprietary products…because we don’t have any.
As an independent Registered Investment Advisor (RIA), we hold ourselves to the fiduciary standard. We work for you, and only you.
Our experienced team has worked with hundreds of smart people just like you.
At this point you probably just have one burning question: Are you a Fiduciary?
Yes, we are.
We do not receive any commissions from investment product sales and our entire engagement is based on the Fiduciary standard. Seriously, there are advisors out there who receive commissions to sell you stuff? Yuck.
In addition to this, ALL of our advisors are CERTIFIED FINANCIAL PLANNER® professionals (the way it should be), and many of our team members hold or are in pursuit of other advanced planning designations. Because, frankly, we’re all total planning nerds.