Advisor at Asset Planning, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Asset Planning, Inc
Location
Los Alamitos, CA 90720
Credentials
CFP®
Industry experience
20 years
Carol Somoano is a CFP® professional with 20 years of experience in financial advising. She has been with Asset Planning, Inc. since 2005. Asset Planning, Inc. provides personal financial planning and investment management services to individuals, families, trusts, estates, and family businesses. The firm uses a strategic asset allocation framework combining passive index/ETF exposure with selectively chosen active funds, dividend-paying equities, and individual bonds, tailoring portfolios to each client’s needs.
Based on Asset Planning, Inc
Fixed fees for financial planning services may be charged; a deposit equal to one hour may be required
$0 - $500,000: 1.00% $500,000+: Negotiable, potentially lower than 1.00%
$250 to $500 per hour depending on associate and complexity
Account minimum: $500,000 Fee-only: Hourly rates from $250 to $500 per hour for financial planning services
4281 Katella Avenue, Suite 203
Los Alamitos, CA 90720
California · Texas
Asset Planning, Inc.
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Los Alamitos, CA
Open Square Capital, LLC
CFP®, Series 63, Series 65
Long Beach, CA
Linda A. Walker, CFP
Series 63, Series 65
Cerritos, CA
Sierra Madre Partners LLC
Series 65
Irvine, CA
AM Wealth Solutions, LLC
Series 65
Cerritos, CA
Summit Gates Capital
CFP®, ChFC®, Series 63, Series 65
Costa Mesa, CA
Capital Planning Group, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")