Top exec comp design financial advisors
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're designing executive compensation plans, you need an advisor who understands how to align pay structures with your company's goals and employee incentives. A common mistake is creating plans that look good on paper but fail to motivate or retain key talent effectively.
- Regulatory compliance insight. Confirm they know the latest rules affecting exec comp, including tax and securities regulations.
- Incentive alignment. Ask how they ensure compensation motivates performance without encouraging excessive risk.
- Equity plan design. Look for expertise in structuring stock options, RSUs (restricted stock units), or other equity awards to balance company and employee interests.
- Benchmarking practices. Check if they use relevant market data to set competitive and fair compensation levels.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kenneth M
Series 63, Series 66
Cincinnati, OH
Empower Advisory Group
Kenneth Mason specializes in executive compensation design, leveraging his 10 years of industry experience and expertise with equity recipients like RSUs and stock options to align pay structures with company goals. Based in Cincinnati and affiliated with a large firm, he offers flat-fee and subscription pricing, providing personalized wealth strategies that integrate workplace benefits, which may appeal to executives and consultants seeking clear, consultative financial planning.
Experience: 11 years
Avg account: $565,063
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Lambros V
Series 63, Series 65
Poughkeepsie, NY
Merrill
Lambros Violaris specializes in executive compensation design, leveraging 33 years of experience to help align pay structures with company goals and employee incentives. Based in Poughkeepsie, NY, he operates within Merrill, a large firm, and offers a 1.10% AUM fee for managed strategies under $2 million, distinguishing him with a broad expertise that includes retirement income strategy and active portfolio management.
Experience: 34 years
Avg account: $860,085
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Todd C
Series 63, Series 65
Lake Oswego, OR
Executive Investment Services, LLC
Todd Caudle's 36 years of experience and expertise in executive compensation design make him well-equipped to help align pay structures with company goals and employee incentives. Operating from Lake Oswego, OR, he offers flat-fee business consulting and serves high-net-worth clients, combining asset management with executive-benefit services, which distinguishes him from advisors focusing solely on investment management.
Experience: 36 years
Avg account: $1,299,496
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James V
Series 66
Stuart, FL
Fidelity
James Van Nice specializes in executive compensation design, offering expertise in aligning pay structures with company goals and employee incentives, supported by seven years of industry experience. Based in Stuart, FL, he works with Fidelity, a large firm, and also brings knowledge in liquidity event and startup equity planning, providing a broader perspective compared to advisors focused solely on executive compensation.
Experience: 8 years
Avg account: $234,793
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Seth A
Series 66
Kennesaw, GA
Edward Jones
Seth Austin's expertise in executive compensation design, combined with his knowledge of equity recipients and business ownership considerations, equips him to help structure effective pay plans that align with company goals. Operating within Edward Jones, a large full-service wealth management firm with a broad client base, he offers advisory programs with fees up to 1.35% annually, providing access to extensive resources and a nationwide network from his Kennesaw, GA location.
Experience: 3 years
Avg account: $246,728
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