Right here with you
While the financial industry hides behind complexity, we choose to stand beside you. You'll never have to guess what we're doing, why we're doing it, or what it costs. Direct, with respect.
Right here with you
While the financial industry hides behind complexity, we choose to stand beside you. You'll never have to guess what we're doing, why we're doing it, or what it costs. Direct, with respect.
Right here with you
While the financial industry hides behind complexity, we choose to stand beside you. You'll never have to guess what we're doing, why we're doing it, or what it costs. Direct, with respect.
The Hidden Cost of Success
You've done everything right.
But something still keeps you up at night.
Family Time Slipping Away
Freedom to Retire Early
Income Tax Feels Illegal
The Hidden Cost of Success
You've done everything right.
But something still keeps you up at night.
Family Time Slipping Away
Freedom to Retire Early
Income Tax Feels Illegal
The Hidden Cost of Success
You've done everything right.
But something still keeps you up at night.
Family Time Slipping Away
Freedom to Retire Early
Income Tax Feels Illegal
Our Team
Our Team
Real Expertise, Realer People
Real Expertise, Realer People
With life experience also comes mastery of our craft.
Our team is not born into wealth, and we all understand the feeling of hearing, "Christmas might be a little light this year" or "We can't afford that." These shared experiences bind us and make us uniquely qualified to understand you and your finances.
We funded our education through student loans or military service and built our business on savings, debt, and hard work. We paved our path with integrity and are appalled when other financial advisors push products to honest people.
Your financial well-being is the most important to us, and we're dedicated to helping you safeguard it.
With life experience also comes mastery of our craft.
Our team is not born into wealth, and we all understand the feeling of hearing, "Christmas might be a little light this year" or "We can't afford that."
We funded our education through student loans or military service and built our business on savings, debt, and hard work.
We paved our path with integrity and are appalled when other financial advisors push products to honest people.
Your financial well-being is the most important to us, and we're dedicated to helping you safeguard it.
With life experience also comes mastery of our craft.
Our team is not born into wealth, and we all understand the feeling of hearing, "Christmas might be a little light this year" or "We can't afford that." These shared experiences bind us and make us uniquely qualified to understand you and your finances.
We funded our education through student loans or military service and built our business on savings, debt, and hard work. We paved our path with integrity and are appalled when other financial advisors push products to honest people.
Your financial well-being is the most important to us, and we're dedicated to helping you safeguard it.
Client reviews
Here's what our clients say.
We engaged with Chris and the team after screening at least 10 to 15 other financial advisors. We ultimately moved forward with the Icono team as we felt that they were the most honest and collected out of all of the advisors. … They truly are partners that you collaborate with.
Vince T.
Client when reviewed · Wealthtender · Dec 2025
We met with another fee only advisor but we decided to go with Iconoclastic after meeting the team and listening to what they have to offer. The entire team has been great. I like that they have a teamwork approach. … Each team member has their own strengths so that not one person has to be an expert at everything.
Jenny C.
Client when reviewed · Wealthtender · Feb 2024
I’m a relatively new small business owner with lots of uncertainty when it comes to managing my finances. Chris and his team have been great at listening to my concerns and coming up with a plan to help. He recently even created an extremely detailed excel sheet that I can use to help clarify both my business and my personal finances. They definitely put a lot of care and attention into every client they take on.
Andrew S.
Client when reviewed · Wealthtender · Oct 2026
Only good things to say, great communication in plain English, very upfront and always acting in my best interest
Theodore P.
Client when reviewed · Wealthtender · Apr 2023
Reviews are from our Wealthtender profile. Each reviewer was a client of Iconoclastic Capital Management when they wrote the review. No reviewer received compensation, and we know of no material conflict of interest for these reviewers. Iconoclastic pays Wealthtender for its review platform. We selected these reviews and shortened some of them (marked …). They are not representative of all client experiences and do not indicate future performance or success.
Client reviews
Here's what our clients say.
We engaged with Chris and the team after screening at least 10 to 15 other financial advisors. We ultimately moved forward with the Icono team as we felt that they were the most honest and collected out of all of the advisors. … They truly are partners that you collaborate with.
Vince T.
Client when reviewed · Wealthtender · Dec 2025
We met with another fee only advisor but we decided to go with Iconoclastic after meeting the team and listening to what they have to offer. The entire team has been great. I like that they have a teamwork approach. … Each team member has their own strengths so that not one person has to be an expert at everything.
Jenny C.
Client when reviewed · Wealthtender · Feb 2024
I’m a relatively new small business owner with lots of uncertainty when it comes to managing my finances. Chris and his team have been great at listening to my concerns and coming up with a plan to help. He recently even created an extremely detailed excel sheet that I can use to help clarify both my business and my personal finances. They definitely put a lot of care and attention into every client they take on.
Andrew S.
Client when reviewed · Wealthtender · Oct 2026
Only good things to say, great communication in plain English, very upfront and always acting in my best interest
Theodore P.
Client when reviewed · Wealthtender · Apr 2023
Reviews are from our Wealthtender profile. Each reviewer was a client of Iconoclastic Capital Management when they wrote the review. No reviewer received compensation, and we know of no material conflict of interest for these reviewers. Iconoclastic pays Wealthtender for its review platform. We selected these reviews and shortened some of them (marked …). They are not representative of all client experiences and do not indicate future performance or success.
The Results Speak For Themselves
Here's what our clients say.
We engaged with Chris and the team after screening at least 10 to 15 other financial advisors. We ultimately moved forward with the Icono team as we felt that they were the most honest and collected out of all of the advisors. … They truly are partners that you collaborate with.
Vince T.
Client when reviewed · Wealthtender · Dec 2025
We met with another fee only advisor but we decided to go with Iconoclastic after meeting the team and listening to what they have to offer. The entire team has been great. I like that they have a teamwork approach. … Each team member has their own strengths so that not one person has to be an expert at everything.
Jenny C.
Client when reviewed · Wealthtender · Feb 2024
I’m a relatively new small business owner with lots of uncertainty when it comes to managing my finances. Chris and his team have been great at listening to my concerns and coming up with a plan to help. He recently even created an extremely detailed excel sheet that I can use to help clarify both my business and my personal finances. They definitely put a lot of care and attention into every client they take on.
Andrew S.
Client when reviewed · Wealthtender · Oct 2026
Only good things to say, great communication in plain English, very upfront and always acting in my best interest
Theodore P.
Client when reviewed · Wealthtender · Apr 2023
Reviews are from our Wealthtender profile. Each reviewer was a client of Iconoclastic Capital Management when they wrote the review. No reviewer received compensation, and we know of no material conflict of interest for these reviewers. Iconoclastic pays Wealthtender for its review platform. We selected these reviews and shortened some of them (marked …). They are not representative of all client experiences and do not indicate future performance or success.
How We Partner With You
Every option includes a dedicated CFP® professional and the full Icono team.
One-Time Plan
Planning Project
A complete financial plan, delivered once. You put it in motion.
Support from the full Icono team
Dedicated CFP® professional
Financial plan and model
Tax projections and analysis
Ongoing portfolio management
Tax-loss harvesting
Annual plan updates
Advanced equity compensation
Estate documents with attorney support
Priority meetings and response
Foundation Tier
GWM Essentials
Ongoing planning with your CFP® professional, year after year.
Support from the full Icono team
Dedicated CFP® professional
Financial plan and model
Tax projections and analysis
Ongoing portfolio management
Tax-loss harvesting
Annual plan updates
Advanced equity compensation
Estate documents with attorney support
Priority meetings and response
Full Service
GWM Premier
Full wealth management. We plan, implement, and coordinate.
Support from the full Icono team
Dedicated CFP® professional
Financial plan and model
Tax projections and analysis
Ongoing portfolio management
Tax-loss harvesting
Annual plan updates
Advanced equity compensation
Estate documents with attorney support
Priority meetings and response
Where Straight Talk Meets Strategy
Smart advice without the ego. Results without the runaround.
We've built something different. Smart people solving real problems without the usual industry nonsense. When markets get messy, you get straight answers. When you face big decisions, you get clear options. No fancy office walls plastered with jargon. No pushing products you don't need. Just real expertise focused on doing what's right.
Where Straight Talk Meets Strategy
Smart advice without the ego. Results without the runaround.
We've built something different. Smart people solving real problems without the usual industry nonsense. When markets get messy, you get straight answers. When you face big decisions, you get clear options. No fancy office walls plastered with jargon. No pushing products you don't need. Just real expertise focused on doing what's right.
Where Straight Talk Meets Strategy
Smart advice without the ego. Results without the runaround.
We've built something different. Smart people solving real problems without the usual industry nonsense. When markets get messy, you get straight answers. When you face big decisions, you get clear options. No fancy office walls plastered with jargon. No pushing products you don't need. Just real expertise focused on doing what's right.