Silicon Beach Financial LLC logo

Silicon Beach Financial LLC

Updated today

Client assets under management

$11,606,312

Clients

18

22% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

18

Low

Average account size

$644,795

About

Silicon Beach Financial serves individual and high‑net‑worth clients and, unusually for a solo independent adviser, also works with corporate or business clients. The firm offers comprehensive financial planning and discretionary investment management alongside business‑focused consulting such as business planning and employee benefits analysis.

The firm’s investment approach emphasizes Modern Portfolio Theory and asset allocation with a bias toward passive funds and long‑term holdings, while also offering socially responsible (ESG) options and the use of Outside Managers and a third‑party program for discretionary management. Custody and execution are arranged through institutional platforms and the adviser may aggregate trades across client accounts for execution.

What distinguishes the firm from many peers is the integration of business services—business exit planning, employee benefits optimization, and tax preparation for individuals and businesses—into a fee‑only advisory practice. The adviser holds both CFP® and Enrolled Agent credentials and manages a small, boutique client base (roughly $13 million in AUM across fewer than 20 clients), a combination that supports blended planning, tax, and business consulting that is less common among single‑advisor independent firms.

Client services

Financial planning Portfolio management Selection of other advisers Tax preparation services

Expertise

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Percentage

$0 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $6,000,000: 0.70% $6,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%

Other

Fee-only: Financial Planning: $1,500 quarterly for individuals; $2,000 quarterly for couples; fees negotiable and prorated

Main office location

Silicon Beach Financial LLC

Santa Monica CA, United States

Number of offices

1

Most active in

California

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

Christopher S

CFP®, EA

Santa Monica, CA

Silicon Beach Financial LLC

At Silicon Beach Financial, we believe in the transformative power of your wealth. We’re more than just a financial guide—we’re your dedicated partner in realizing ambitious dreams and shaping the future. Our mission is to support visionary entrepreneurs and innovators who are driven to make a significant impact on the world. Our approach is deeply rooted in collaboration and partnership. We start by understanding your unique vision and then craft a comprehensive financial plan that aligns with your goals. Whether it’s managing investments to secure both short-term needs and long-term opportunities, or navigating the complexities of tax planning to maximize your wealth, we’re here to ensure you’re always ahead of the curve. We’re passionate about empowering individuals who are not only driven by financial success but also by a desire to create meaningful change. Our values—organization, accountability, objectivity, proactivity, education, and partnership—define how we work with you. We bring order to your financial life, help you make informed decisions, and anticipate life’s transitions with proactive strategies. Founded by Christopher Stroup, a recognized LGBTQ+ leader in financial planning, Silicon Beach Financial was created specifically for those who dare to dream big and make a difference. If you’re ready to transform your financial future and leave a lasting impact, let’s partner to turn your vision into reality. With us, your wealth isn’t just about accumulation; it’s about making a difference in the world.

Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner LGBTQIA Gen Y/Millennials (Born 1980-1995)
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")