Episode
Executive Comp & Flat-Fee Planning with Malcolm Etheridge | Financial Planner Search
- Podcast
- Financial Planner Search
- Published
- May 28, 2026
- Duration seconds
- 1802
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Summary
In this episode of Financial Planner Search, Malcolm Etheridge, a Certified Financial Planner and Enrolled Agent at Capital Area Planning Groups, discusses his specialized approach to untangling complex executive compensation issues for senior leaders at publicly traded companies. He highlights how his firm operates as a stripped-down multifamily office tailored for high-net-worth families and "recovering DIYers". Malcolm shares his unique journey transitioning from computer engineering to becoming a self-proclaimed "tax nerd" , explaining why deeply understanding tax implications is vital to diagnosing a client's true financial health. He also breaks down his structured 5-meeting onboarding framework and details how his team helps clients navigate sudden corporate shifts, such as Microsoft's recent early retirement offers. Takeaways Navigating Complex Executive Equity Compensation: Solving intricacies like vesting windows, blackout periods, and regulatory filings for busy corporate leaders. The 5-Meeting Onboarding Experience: Building deep alignment by separating mathematical planning from core money psychology. Flexible Flat-Fee & Asset Management Models: Giving clients the freedom to "choose their own adventure" without forcing them to give up investment control. Chapters 00:00 Introduction to Capital Area Planning Groups and Executive Comp 07:24 Navigating Corporate Milestones and Microsoft's Early Retirement Offers 12:53 Flat-Fee Planning, AUM, and Serving the Recovering DIYer 20:25 The 5-Meeting Onboarding Process and Client Action Items 29:17 Guidance and Next Steps You can find them at: CAPGLLC.com If you are a financial advisor looking to grow your business, you can find out more about Wilnau Design at https://www.wilnaudesign.com/ #financialplanning #fin…