Advisor · Canonical record
Ethan McRae, CFP
Senior Advisor · Highline Capital Advisors
AUM (fee-only) Fee-only verified Virtual practice
Summary
Ethan focuses on the specific late-career problem of building a 30-year drawdown plan around a concentrated stock position, with an emphasis on tax coordination and timing.
Structured record
| Fee model | AUM (fee-only) |
|---|---|
| Engagement | Investment minimum $5M |
| Home location | Los Angeles, California |
| Serves | California , Texas · virtual |
| Credentials | CFP |
| Education | BA, Harvard College · MBA, UCLA |
| Years practicing | 19 |
| Ideal client | Senior executives approaching retirement with large single-stock concentrations. |
Specialties
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Retirement with concentrated positions
Drawing down income when most of your net worth is one stock.
-
Tax planning
Multi-year tax strategy, not just April filing.
-
Estate & legacy planning
Trusts, gifting, and multi-generational coordination with legal counsel.
Audiences served
- Executives
- Retirees
Listed on
Trust signals & citations
- CFP verified — source: CFP Board
Record last verified on 2026-03-10. Any advisor — member or not — may request a correction.
Related advisors
Firm: Highline Capital Advisors
Bay Area fee-only RIA serving founders, executives, and concentrated-position households.