Financial Planning for Anduril Employees
Professional Guidance for Today's Financial Complexity and Tomorrow's Opportunity
We are here to help you:
Plan Around What You Have Today
Build Wealth for the Long Term
Be Ready for Any Liquidity Event
The Opportunity Is Real. So Is the Complexity.
From Costa Mesa, California, to locations across the country, Anduril compensates its people competitively. But equity-heavy pay at a pre-IPO defense tech company comes with financial complexity that the handbook doesn't cover. You might have questions like:
My equity isn't yet liquid. How do I plan around something I can see but can't yet access?
There's no 401(k) match. Am I building real retirement savings or just assuming the equity will take care of it?
When the IPO comes, how large is the tax hit, and are there decisions I can make now to reduce it?
The company covers my HDHP premium. Am I making the most of my HSA?
These are the questions we work through with Anduril employees in Southern California and nationwide, helping to turn complexity into a clear, actionable plan.
Plan Now to Make the Most of Opportunity
We partner with you to help:
Get Clear on What You Have
Understand your equity structure and benefits before an IPO forces decisions.
Map the Tax Exposure
Map your tax exposure across your career, not just one event.
Position for What's Next
Connect today's decisions to what's ahead: a home purchase, your kids' education, or retirement.
Advisors Who Work as Hard on Your Finances as You Do on the Mission
Anduril employees range from engineers and operators to military veterans, each with a different financial picture, but a shared challenge: equity-heavy compensation at a pre-IPO company.
As a Fullerton-based fee-only, fiduciary firm, we don't sell products, and we don't earn commissions. That matters when you're sitting on meaningful equity and everyone around you suddenly has opinions about what you should do with it. Our job is straightforward: to give you unbiased guidance focused entirely on your best interests. For Anduril employees, that can mean:
Working through how your restricted stock units (RSUs) are structured and what the tax picture looks like when they vest and settle
Determining the right 401(k) strategy (pretax or Roth) when there's no employer match to lean on
Evaluating whether the employee stock purchase plan (ESPP) makes sense alongside equity you're already concentrated in
Building a plan that doesn't depend on a specific outcome so that you're in a solid position regardless of when the IPO comes or what it delivers
Our Services Include:
How We Work Together
1
Start the Conversation
Schedule a complimentary call.
2
Understand Your Picture
We dig into your equity, benefits, and goals.
3
Keep the Plan on Track
Your plan stays current as your career and goals evolve.
Are We a Match?
We may be a good fit if you're an Anduril employee who:
Wants a plan built around your equity, taxes, and benefits, not off-the-shelf advice.
Needs a plan that keeps up as your vesting schedule and compensation change.
Values a fee-only, fiduciary team with no products to sell and no commissions to earn.
Take the Next Step
Schedule a complimentary call. Let's talk about what you're working toward, and make sure your equity and benefits are coordinated to help get you there.
Or reach us directly at 714-738-0220