Find My Fiduciary Advisor

Find My Fiduciary Advisor

For meta Professionals

Fiduciary financial advisors who actually understand Meta.

Three vesting schedules, four vest dates a year, trading blackout windows, and a Mega Backdoor Roth most employees leave untouched. In minutes, get matched with a fiduciary advisor who understands Meta’s compensation structure inside out — for free.

Find My Fiduciary Advisor

Find My Fiduciary Advisor

Find My Fiduciary Advisor

3 MIN TO MATCH

3 MIN TO MATCH

FREE FOR YOU

SEC-REGISTERED FIDUCIARIES

Used by professionals at top tech companies

100,000+

100,000+

100,000+

People Matched

$80B+

Assets referred

86%

Advisors from Barron’s Top 100 RIA list are on the Datalign Platform

WHY DO YOU NEED A SPECIALIST

Meta's compensation model breaks generic financial advice.

Most financial planners treat equity compensation as a footnote. At Meta (Facebook), RSU income often exceeds base salary for high-level employees. The complexity of three vesting schedules, quarterly tax events, trading restrictions, and one of the best Mega Backdoor Roth structures in the industry requires an advisor who’s done this before.

01

RSUs aren’t a bonus — they’re your primary comp

Meta explicitly structures total compensation as base salary, bonuses, and equity — with RSU grants making up the largest share for many employees, especially at senior levels. Without a unified model of your full vest pipeline, it’s nearly impossible to plan taxes, savings, or diversification with any precision.

02

Three vesting schedules — and most employees don’t know
which one they’re on

Meta uses three distinct RSU schedules (A, B, and C), each with different front-weighting, and four fixed vest dates per year: February 15, May 15, August 15, and November 15. Not knowing the difference leads to significant withholding errors and missed tax planning windows.

03

Trading windows constrain when you can sell

Many Meta employees are subject to trading blackout periods around quarterly earnings. Open windows typically run from the day after earnings through the end of that month. High-level employees often benefit from a 10b5-1 trading plan, which enables pre-scheduled selling even during blackout periods.

04

The Mega Backdoor Roth is hiding in plain sight

Meta is one of only a small number of major employers that fully supports the Mega Backdoor Roth. In 2026, after Meta’s employer match and the $24,500 standard elective deferral, eligible employees can shelter additional tax-free Roth growth. Most Meta employees either don’t know it exists or never set it up.

What an advisor can Help you With

Specialized for the way Meta actually pays you.

Every advisor on the Datalign platform is a fiduciary. The ones we route Meta employees to have specific, hands-on experience with each of the situations below.

RSU vesting strategy

Build a sell-or-hold default calibrated to your vesting schedule (A, B, or C), tax bracket, and META concentration ceiling.

RSU vesting strategy

Build a sell-or-hold default calibrated to your vesting schedule (A, B, or C), tax bracket, and META concentration ceiling.

Concentrated stock diversification

Establish a hard META allocation ceiling and stage out of concentration using tax-loss harvesting, direct indexing, or donor-advised funds.

Concentrated stock diversification

Establish a hard META allocation ceiling and stage out of concentration using tax-loss harvesting, direct indexing, or donor-advised funds.

Mega Backdoor Roth setup

Configure after-tax 401(k) contributions and in-plan Roth conversion to capture additional tax-free growth per year on top of standard limits. Configured in Workday.

Mega Backdoor Roth setup

Configure after-tax 401(k) contributions and in-plan Roth conversion to capture additional tax-free growth per year on top of standard limits. Configured in Workday.

Tax planning across vest events

Coordinate withholding rate adjustments in Workday, estimated quarterly tax payments, bonus timing, and charitable giving to prevent April surprises.

Tax planning across vest events

Coordinate withholding rate adjustments in Workday, estimated quarterly tax payments, bonus timing, and charitable giving to prevent April surprises.

Retirement & FIRE modeling

Project your number using your real vest schedule and refresher pipeline. Stress-test under META stock scenarios.

Retirement & FIRE modeling

Project your number using your real vest schedule and refresher pipeline. Stress-test under META stock scenarios.

the datalign difference

You shouldn't have to interview five firms to find one right one.

Datalign is an SEC-registered platform that pre-vets advisors and matches you with the one best fit for your Meta comp picture — not a list of ten you have to chase.

01

Free for you

Free for you

Advisory firms compete to be matched with clients. You pay us nothing — whether or not you choose the advisor we recommend.

Advisory firms compete to be matched with clients. You pay us nothing — whether or not you choose the advisor we recommend.

02

Fiduciary by default

Fiduciary by default

Every firm in the network is held to a fiduciary standard, with conflicts of interest disclosed up front.

Every firm in the network is held to a fiduciary standard, with conflicts of interest disclosed up front.

03

Top-tier network

Top-tier network

86% of RIAs on the Datalign platform are on the 2023 Barron's Top 100 list. You meet caliber, not volume.

86% of RIAs on the Datalign platform are on the 2023 Barron's Top 100 list. You meet caliber, not volume.

04

One match, not ten

One match, not ten

Our AI does the filtering. You get a single advisor aligned to your goals — not a directory to crawl.

Our AI does the filtering. You get a single advisor aligned to your goals — not a directory to crawl.

How It Works

Three steps. About three minutes.

Three steps. About three minutes.

No spreadsheets, no document uploads. Tell us about your situation and we'll handle the rest.

01

Answer a few questions

Tell us about your role, your equity, your timeline, and what you want help with. Most people finish in under three minutes.

02

Get your match

Our platform reviews your profile and routes you to one fiduciary firm with Meta-employee experience.

03

Schedule your intro call

Pick a time that works. The intro conversation is no-obligation — you walk away with clarity, even if you don't engage.

Real META Situations

If any of this sounds familiar...

If any of this sounds familiar...

These are the most common reasons Meta employees come to us. If one of them is yours, you’re not alone — and there’s a playbook.

SCENARIO_01

“I just got a refresh and I have no idea whether to sell or hold.”

“I just got a refresh and I have no idea whether to sell or hold.”

The SOLUTION

A specialist models both paths against your full picture — current concentration, marginal tax bracket, savings rate — and helps you set rules so you stop deciding emotionally each vest.

SCENARIO_02

"I'm at E5 and META is over half my net worth. That feels like too much."

"I'm at E5 and META is over half my net worth. That feels like too much."

The SOLUTION

Build a multi-year diversification plan that uses your vesting cadence, tax-loss harvesting, and possibly an exchange fund or direct indexing to step down concentration without a tax bomb.

SCENARIO_03

"I'm thinking about leaving — what happens to my unvested RSUs?"

"I'm thinking about leaving — what happens to my unvested RSUs?"

"I'm thinking about leaving — what happens to my unvested RSUs?"

The SOLUTION

Map every upcoming vest, refresher, and retention award, then model an optimal departure window. The difference between a good and bad exit date can be six figures.

SCENARIO_04

"I want to retire early. Am I actually on track?"

"I want to retire early. Am I actually on track?"

"I want to retire early. Am I actually on track?"

The SOLUTION

Project FIRE/Coast scenarios using your real vest schedule, stress-test for META drawdowns, and identify whether your saving rate or your concentration is the bigger risk.

Common questions from Meta employees.

Should I sell my Meta RSUs as soon as they vest?

For many Meta employees, selling at vest is the most straightforward default. Vested RSUs are taxed as ordinary income on the vest date regardless of whether you sell. A specialist can model both paths against your bracket, vesting schedule, and total META exposure.

What are Meta’s RSU vesting schedules?

Meta uses three RSU schedules. Schedule A vests 1/16th per quarter — even at 6.25%. Schedule B front-weights Q1 at 1/12th, then 1/16th, 1/16th, 2/48th. Schedule C vests 5/48th in Q1, 1/16th in most quarters, 1/48th in Q4. All share four vest dates: February 15, May 15, August 15, November 15.

What is the Mega Backdoor Roth and how does it work at Meta?

The Mega Backdoor Roth uses after-tax 401(k) contributions and in-plan Roth conversion to create additional tax-free savings. Meta’s plan fully supports this. In 2026, after Meta’s employer match and your standard elective deferral, eligible employees can contribute additional after-tax dollars and convert them to Roth.

What happens to my unvested RSUs if I leave Amazon?

Unvested RSUs are forfeited at separation — there's no "vest acceleration" by default. Timing your departure around vest dates and any retention or refresher awards can preserve significant value. An advisor can map this for you in advance so you're not making the call under pressure.

What is Meta’s 401(k) match?

Meta matches 401(k) contributions dollar-for-dollar up to 50% of the IRS federal limit. All match contributions vest immediately from day one.

What are Meta’s trading blackout periods?

Meta employees at certain levels face trading blackout periods tied to quarterly earnings. Open windows typically begin the day after Meta’s earnings release and close at the end of that month. High-level employees often benefit from a 10b5-1 trading plan that allows pre-scheduled sales even during closed windows.

What is a 10b5-1 trading plan and should I have one?

A Rule 10b5-1 trading plan is a pre-arranged stock sale schedule established during an open trading window. Once adopted, sales execute automatically on the pre-set schedule — including during blackout periods — as long as the plan was established in good faith and a required cooling-off period has elapsed. Setting one up requires working with your financial advisor and Meta’s legal/compliance team in advance.

How are Meta RSUs taxed?

RSUs are taxed as ordinary income at fair market value on the vest date. Meta withholds 22% for federal taxes by default, but you can elect a rate between 22% and 37% in Workday at least one week before your vest date.

How much does Datalign cost?

Datalign is free for consumers. Advisory firms in our network compete to be matched with clients, so you pay us nothing regardless of whether you ultimately work with the advisor we recommend. The advisor’s fees are disclosed transparently before you commit.

Is Datalign a financial advisor?

Datalign is an SEC-registered investment advisor that operates a matching platform. We don't manage your money — we connect you with vetted fiduciary firms that do. Our fiduciary registration is what allows us to evaluate advisors objectively and route you to the right fit.

Should I sell my Meta RSUs as soon as they vest?

For many Meta employees, selling at vest is the most straightforward default. Vested RSUs are taxed as ordinary income on the vest date regardless of whether you sell. A specialist can model both paths against your bracket, vesting schedule, and total META exposure.

What are Meta’s RSU vesting schedules?

Meta uses three RSU schedules. Schedule A vests 1/16th per quarter — even at 6.25%. Schedule B front-weights Q1 at 1/12th, then 1/16th, 1/16th, 2/48th. Schedule C vests 5/48th in Q1, 1/16th in most quarters, 1/48th in Q4. All share four vest dates: February 15, May 15, August 15, November 15.

What is the Mega Backdoor Roth and how does it work at Meta?

The Mega Backdoor Roth uses after-tax 401(k) contributions and in-plan Roth conversion to create additional tax-free savings. Meta’s plan fully supports this. In 2026, after Meta’s employer match and your standard elective deferral, eligible employees can contribute additional after-tax dollars and convert them to Roth.

What happens to my unvested RSUs if I leave Amazon?

Unvested RSUs are forfeited at separation — there's no "vest acceleration" by default. Timing your departure around vest dates and any retention or refresher awards can preserve significant value. An advisor can map this for you in advance so you're not making the call under pressure.

What is Meta’s 401(k) match?

Meta matches 401(k) contributions dollar-for-dollar up to 50% of the IRS federal limit. All match contributions vest immediately from day one.

What are Meta’s trading blackout periods?

Meta employees at certain levels face trading blackout periods tied to quarterly earnings. Open windows typically begin the day after Meta’s earnings release and close at the end of that month. High-level employees often benefit from a 10b5-1 trading plan that allows pre-scheduled sales even during closed windows.

What is a 10b5-1 trading plan and should I have one?

A Rule 10b5-1 trading plan is a pre-arranged stock sale schedule established during an open trading window. Once adopted, sales execute automatically on the pre-set schedule — including during blackout periods — as long as the plan was established in good faith and a required cooling-off period has elapsed. Setting one up requires working with your financial advisor and Meta’s legal/compliance team in advance.

How are Meta RSUs taxed?

RSUs are taxed as ordinary income at fair market value on the vest date. Meta withholds 22% for federal taxes by default, but you can elect a rate between 22% and 37% in Workday at least one week before your vest date.

How much does Datalign cost?

Datalign is free for consumers. Advisory firms in our network compete to be matched with clients, so you pay us nothing regardless of whether you ultimately work with the advisor we recommend. The advisor’s fees are disclosed transparently before you commit.

Is Datalign a financial advisor?

Datalign is an SEC-registered investment advisor that operates a matching platform. We don't manage your money — we connect you with vetted fiduciary firms that do. Our fiduciary registration is what allows us to evaluate advisors objectively and route you to the right fit.

Should I sell my Meta RSUs as soon as they vest?

For many Meta employees, selling at vest is the most straightforward default. Vested RSUs are taxed as ordinary income on the vest date regardless of whether you sell. A specialist can model both paths against your bracket, vesting schedule, and total META exposure.

What are Meta’s RSU vesting schedules?

Meta uses three RSU schedules. Schedule A vests 1/16th per quarter — even at 6.25%. Schedule B front-weights Q1 at 1/12th, then 1/16th, 1/16th, 2/48th. Schedule C vests 5/48th in Q1, 1/16th in most quarters, 1/48th in Q4. All share four vest dates: February 15, May 15, August 15, November 15.

What is the Mega Backdoor Roth and how does it work at Meta?

The Mega Backdoor Roth uses after-tax 401(k) contributions and in-plan Roth conversion to create additional tax-free savings. Meta’s plan fully supports this. In 2026, after Meta’s employer match and your standard elective deferral, eligible employees can contribute additional after-tax dollars and convert them to Roth.

What happens to my unvested RSUs if I leave Amazon?

Unvested RSUs are forfeited at separation — there's no "vest acceleration" by default. Timing your departure around vest dates and any retention or refresher awards can preserve significant value. An advisor can map this for you in advance so you're not making the call under pressure.

What is Meta’s 401(k) match?

Meta matches 401(k) contributions dollar-for-dollar up to 50% of the IRS federal limit. All match contributions vest immediately from day one.

What are Meta’s trading blackout periods?

Meta employees at certain levels face trading blackout periods tied to quarterly earnings. Open windows typically begin the day after Meta’s earnings release and close at the end of that month. High-level employees often benefit from a 10b5-1 trading plan that allows pre-scheduled sales even during closed windows.

What is a 10b5-1 trading plan and should I have one?

A Rule 10b5-1 trading plan is a pre-arranged stock sale schedule established during an open trading window. Once adopted, sales execute automatically on the pre-set schedule — including during blackout periods — as long as the plan was established in good faith and a required cooling-off period has elapsed. Setting one up requires working with your financial advisor and Meta’s legal/compliance team in advance.

How are Meta RSUs taxed?

RSUs are taxed as ordinary income at fair market value on the vest date. Meta withholds 22% for federal taxes by default, but you can elect a rate between 22% and 37% in Workday at least one week before your vest date.

How much does Datalign cost?

Datalign is free for consumers. Advisory firms in our network compete to be matched with clients, so you pay us nothing regardless of whether you ultimately work with the advisor we recommend. The advisor’s fees are disclosed transparently before you commit.

Is Datalign a financial advisor?

Datalign is an SEC-registered investment advisor that operates a matching platform. We don't manage your money — we connect you with vetted fiduciary firms that do. Our fiduciary registration is what allows us to evaluate advisors objectively and route you to the right fit.

@ 2026 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf. Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.

@ 2026 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf. Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.

@ 2026 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf. Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.