Ad Astra Financial Planning in AI answers

Data as of Sep 14, 2026 · Based on 3,293,187 AI responses across 10,525 prompts · See how Parse measures this

Ad Astra Financial Planningadastrafp.com

Ad Astra Financial Planning provides flat-fee, fiduciary financial planning for tech professionals, focusing on equity compensation (ISO/NSO/RSU/ESPP), taxes (AMT), and liquidity events such as tender offers and IPOs. The firm is fee-only and transparent, offering a free 20-minute intro call, a planning-software-led discovery, and ongoing guidance once goals are established. Founded by a software engineer turned CFP and partnering with firms like Schwab and RightCapital, it helps tech professionals optimize equity, taxes, and cash flow toward financial independence.

Parse Score

#16 of 275 in Fee-Only Fiduciary Financial Planners

The market map · 5 of 100 labelled

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Mention rate over time

5%3.3%1.7%0%

Aug 16Aug 26Sep 4Sep 14

Cited sources

adastrafp.comOwned100%

Questions where AI mentions Ad Astra Financial Planning

Mention rate
21%
Excerpts where Ad Astra Financial Planning appeared in the AI's answer
ChatGPT Search · excerpt
Ad Astra Financial Planning — Flat-fee planning for tech professionals, including RSUs, stock options, tender offers and IPOs.
ChatGPT Search · excerpt
Ad Astra Financial Planning — Another tech-specialist option offering flat-fee planning around RSUs, options, tender offers, IPOs and financial independence.
4%