Data as of Aug 25, 2026 · Based on 3,181,687 AI responses across 10,525 prompts · See how Parse measures this
Parse Score
#21 of 223 in Fee-Only Fiduciary Financial Planners
Sources
newwavefs.com shapes more of what AI says about New Wave Financial Services than any other source, at 43% of its citations.
parse.gl · wsj.com
The market map
Fee-Only Fiduciary Financial Planners →Where AI ranks New Wave Financial Services
Excerpts where New Wave Financial Services appeared in the AI's answer

New Wave Financial Services — best if the tax side is genuinely complicated
Excerpts where New Wave Financial Services appeared in the AI's answer

New Wave Financial Services — Hermosa Beach / virtual. Fee-only, fiduciary firm led by a CPA/CFP, with specific experience in RSUs, ISOs/NSOs, ESPPs, concentrated stock and tax planning for tech employees.