Advisor · Canonical record
Rhea Kumar, CFP
Advisor · Foundry Flat Fee
Flat fee Fee-only verified Virtual practice
Summary
Rhea works with clients in the first five years of an equity-comp-heavy career. She maintains the firm's internal model for ESPP discount capture and early-exercise math.
Structured record
| Fee model | Flat fee |
|---|---|
| Home location | Seattle, Washington |
| Serves | Washington , California · virtual |
| Credentials | CFP |
| Years practicing | 6 |
| Ideal client | Early-career tech employees with first-time equity compensation and meaningful crypto positions. |
Specialties
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Equity compensation
RSUs, ISOs, NSOs, ESPP, 83(b), and concentrated stock strategy.
-
Crypto & digital assets
Tax, custody, and planning for advisors who actually understand the space.
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Tax planning
Multi-year tax strategy, not just April filing.
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.