Advisor · Canonical record
Liam Frost, CFP
Founder · Foundry Flat Fee
Flat fee Fee-only verified Virtual practice
Summary
Liam founded Foundry Flat Fee after building equity-comp planning practices inside two larger firms. The firm's core specialty is the 10b5-1/RSU/ESPP coordination tax-aware advisors can actually model.
Structured record
| Fee model | Flat fee |
|---|---|
| Engagement | Flat fee $6,500/yr · planning-only |
| Home location | Seattle, Washington |
| Serves | Washington , California , Texas · virtual |
| Credentials | CFP |
| Education | BS, University of Washington |
| Years practicing | 9 |
| Ideal client | Senior engineers and PMs at public or late-stage-private tech companies navigating significant RSU and ESPP exposure. |
Specialties
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Equity compensation
RSUs, ISOs, NSOs, ESPP, 83(b), and concentrated stock strategy.
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Flat-fee planning
Comprehensive planning at a fixed, annual price.
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Crypto & digital assets
Tax, custody, and planning for advisors who actually understand the space.
Audiences served
- Tech employees
- Founders
Listed on
Trust signals & citations
- CFP verified — source: CFP Board
- Fee-only (verified) — source: ADV Part 2
Record last verified on 2026-02-21. Any advisor — member or not — may request a correction.
Related advisors
Firm: Foundry Flat Fee
Seattle flat-fee firm focused on tech-industry equity compensation and first-IPO planning. Virtual-serve across US.