Chrysadia Financial, LLC logo

Chrysadia Financial, LLC

Updated today

Client AUM

$0

Clients

1

Advisors

1

of 1 employees

About

Chrysadia Financial, LLC advises non-profit institutional clients (including endowments, foundations, and charitable organizations) and private clients composed of individuals and high‑net‑worth households. The firm’s services in the brochure include institutional investment consulting, discretionary and non‑discretionary investment management, comprehensive wealth management, and both ongoing and project‑based financial planning.

The firm’s investment approach centers on strategic asset allocation, using primarily passive management for private clients and either passive or a core/satellite approach for institutional mandates, supplemented by quantitative and qualitative manager research. Chrysadia conducts manager due diligence, may recommend third‑party investment managers, and tailors portfolios to client constraints, including the option to incorporate ESG and socially responsible investments when requested.

What is noteworthy about this firm relative to peers is its combination of being a very small, fee‑only RIA while offering institutional consulting to nonprofits and providing non‑advisory consulting services to other investment advisers—relationships the brochure describes as separate, compensated engagements. The brochure also discloses $0 in assets under management as of December 31, 2025 and indicates the firm’s private client base excludes non‑high‑net‑worth retail individuals, focusing instead on HNW clients and institutional engagements; institutional consulting clients retain decision‑making authority and Chrysadia does not maintain trading authority for those engagements.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Equity compensation tax strategy Business exit / sale strategy College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Flat annual retainer fees for institutional clients range from $45,000 to $500,000; fixed fees for project-based services range from $10,000 to $100,000; fixed fees for project-based financial planning range from $2,500 to $15,000.

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $4,000,000: 0.85% $4,000,001+: 0.75%

Project-based

Hourly rate is $275 for institutional consulting and project-based financial planning.

Subscriptions

Ongoing comprehensive financial planning has a recurring fixed fee ranging from $670 to $1,250 monthly or $2,010 to $3,750 quarterly, paid in advance.

Other

Minimum fee: Minimum annual fee for investment management is $2,000; minimum annual fee for comprehensive wealth management is $12,000. Fee-only: Fee-only firm; compensation solely from clients for advisory services; no commissions or sales-related compensation.

Main office

39899 Balentine Dr Ste 200

Newark CA 94560

Advisors at this office

1

Most active in

California

Also doing business as

Chrysadia Financial, LLC · Chrysalid Financial, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Faith C

CFP®

Newark, CA

Chrysadia Financial, LLC

Faith is a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Chrysadia Financial. Our clients: We serve high achieving mid-career women in Tech with equity compensation. Whether you are too busy to manage your complex finances, feel overwhelmed by decisions about your equity compensation or wondering if your finances align with your goals, we’re available to assist as a trusted advisor. We offer expert guidance to optimize your complex finances and navigate the milestones and multi-faceted decisions stemming from your RSUs, Stock Options, ESPP and company stock. We help you: • Strategize for and optimize equity compensation. • Leverage your compensation to achieve your financial goals; whether it’s buying a home, taking a sabbatical or financial independence. • Understand, maximize and utilize employee benefits. • We manage your investments to align with your financial goals. Why Partner with Us? • Collaborative Process: Together we collaborate to optimize your complex finances. • Emphasis on you: Emphasis is on you, the future you envision, helping attain it! • We’ve walked in your shoes: As seasoned high achieving professionals in a dynamic landscape. Managing a demanding career, a busy personal life and navigating key equity compensation milestones. Want to find out more about our services, approach and how we can work together? Schedule an Introductory Call at: https://chrysadiafinancial.com/contact/#meeting Faith’s professional and educational background: Prior to Launching Chrysadia Financial Faith counseled high net-worth families with cross-border lifestyles and finances. As a former spouse to a technology professional, she brings personal experience to helping clients navigate decisions regarding equity compensation and the myriad of other employee benefits specific to the Tech industry. Previously, Faith provided consulting and research services to pension plans, foundations and endowments for 19 years as an investment professional and employee benefits consultant. Faith has an MBA in Finance from the University of Chicago Booth School of Business and has BSc. Degrees Information Systems and Business Administration. In addition to being a CFP® professional, she is a member of the Financial Planning Association, through which she volunteers as a pro-bono financial planner. Having lived on four continents and worked on three, Faith likes to travel in her free time – sampling new cuisines along the way.

Equity Recipients (RS/RSU, SOP, ESPP) Technology Professional Women Professionals Gen X (Born 1965-1980)
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