Stride Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stride Financial Planning LLC provides fee-only financial planning to individual clients, including high-net-worth individuals, through written comprehensive plans and ongoing engagements that address cash flow, retirement, estate planning, insurance, tax strategies, and education funding. The firm does not provide portfolio management or custody of client assets.
In its planning work the firm uses fundamental analysis and Modern Portfolio Theory to inform investment recommendations and generally favors passive, low-cost mutual funds and ETFs when suggesting asset allocations. Although it offers investment analysis and implementation guidance, the firm does not exercise investment discretion or execute trades on clients’ behalf.
Unlike most peers, Stride does not charge percentage-of-assets-under-management fees and reported zero discretionary and non‑discretionary assets under management as of February 2026, reflecting a primary focus on planning rather than asset management. The firm also coordinates with third‑party professionals (attorneys, tax and insurance advisors) as part of ongoing engagements and documents its fiduciary duty and code of ethics in its advisory materials.
Client services
Expertise
Demographic focus
Fee options
Washington residents charged $200 per hour; fees based on hourly rate within $900-$1,200 quarterly range
Minimum fee: Fixed fee of $900-$1,200 per quarter, paid quarterly in arrears, negotiable based on client needs and complexity Fee-only: Fee-only financial planning services; compensation solely from clients, no commissions or sales-related compensation
Main office
Madera CA
Advisors at this office
1
Most active in
California · Washington
Also doing business as
Stride Financial Planning · Stride Financial Planning LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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