Ingrid SolbergCFP® · EA
Founder & Lead Advisor · Golden Gate Equity Planning · San Francisco, CA
★★★★★ 4.9(143+ client reviews)Fee-only fiduciaryVirtual nationwide
Fee
$6,000/yr
Fee-only
Minimum
No minimum
to start
Experience
13 yrs
advising clients
Response
within 2 hours
typical reply
About Ingrid
Ingrid has walked several hundred startup employees through the same terrifying moment: the option grant is suddenly worth real money, the exercise window is closing, and the AMT math is incomprehensible. Her flat-fee practice exists for exactly that moment and the years after it.
She's an Enrolled Agent as well as a CFP®, so the tax projection isn't a referral - it's the core deliverable.
Specialties & services
- ISO/AMT modeling before you exercise, not after
- Tender-offer and IPO-window planning
- QSBS qualification review
Best for
Startup employees deciding what to do with options
Sound like you? Smart move: compare Ingrid against 2–3 similar advisors before deciding. The matcher screens the whole network against your goals and shows you Ingrid's availability alongside the alternatives — free.
Frequently asked about Ingrid Solberg
What are Ingrid Solberg's fees?
Ingrid Solberg of Golden Gate Equity Planning publishes a fee of $6,000/yr flat (fee-only — paid solely by clients, never product commissions). Fees can change and may vary by service level, so confirm directly before engaging.
What is Ingrid Solberg's account minimum?
Golden Gate Equity Planning has no stated asset minimum — the practice is structured to work with clients who are still building their portfolio.
Is Ingrid Solberg a fiduciary?
Ingrid Solberg operates under the fiduciary standard and runs a fee-only practice, meaning compensation comes only from clients — never commissions. Always verify any advisor's registration and record on the SEC's Investment Adviser Public Disclosure site before engaging.
Does Ingrid work with clients outside San Francisco?
Yes — Golden Gate Equity Planning works with clients virtually nationwide, alongside in-person meetings in San Francisco, CA.
How do I book a call with Ingrid Solberg?
Use the free AdvisoryReviews matcher to check Ingrid's current availability. Advisors cap new clients monthly, so the matcher confirms fit and open capacity first — then the intro call is scheduled at no cost and with no obligation.
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