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Wellspent Discovery/Advisors/Ayla Reyes, CFP
Advisor · Canonical record

Ayla Reyes, CFP

Founding Principal · Bridgestone Planning

Flat fee Fee-only verified Virtual practice

Summary

Ayla built her practice around the specific tax and cash-flow questions that come up in the five-year window before and after a liquidity event. Before starting Bridgestone Planning she led tax-planning for a Seattle-based RIA focused on engineering leads and early-stage founders.

Structured record

Fee modelFlat fee
EngagementNo asset minimum · flat fee $8,500/yr
Home locationBozeman, Montana
Serves Montana , Washington , Colorado · virtual
Credentials CFP · MBA
Education BA, Stanford · MBA, University of Washington
Years practicing11
Ideal client Tech-industry employees and founders pre-IPO, often with meaningful RSU, ISO, or founder equity exposure and a growing crypto position.

Specialties

Audiences served

  • Founders
  • Tech employees

Publications

  • Planning through the 83(b) window — 2024
  • Crypto, income, and liquidity — 2025

Listed on

Trust signals & citations

  • CFP verified — source: CFP Board
  • Fee-only (verified) — source: ADV Part 2
  • No disclosures (CRD) — source: FINRA IAPD

Record last verified on 2026-02-18. Any advisor — member or not — may request a correction.

Related advisors

Firm: Bridgestone Planning

Montana-based fee-only RIA focused on founders, equity-compensation planning, and cross-border families. Flat-fee engagements, virtual-first.

Firm record →