Alaminos Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Alaminos LLC dba Alaminos Wealth Planning is a fee-only, registered investment adviser formed in 2025 that provides investment management, ongoing financial planning, and educational seminars and speaking engagements to individuals, high net‑worth clients, and organizational groups. The firm advises on stocks, bonds, mutual funds, ETFs, and cash equivalents and reported $0 in discretionary and non‑discretionary assets under management as of December 31, 2025.
The firm’s investment process draws on fundamental and cyclical analysis and applies Modern Portfolio Theory to build tailored asset allocations using a mix of passive and active vehicles. In addition to direct portfolio management, the firm may recommend and monitor independent Outside Managers, performing due diligence on managers’ track records, underlying holdings, concentrations, and compliance infrastructure as part of its oversight.
Noteworthy for its peer group, the firm offers educational seminars and speaking engagements (virtual or in‑person, fee range disclosed in the brochure) — a service relatively uncommon among similar investment manager firms — and explicitly documents a practice of selecting and evaluating other advisers for client use, which only a minority of peers provide. The brochure also discloses that the firm does not sell investment products for commissions, does not participate in wrap‑fee programs, and recommends a third‑party custodian while not taking custody of client assets itself.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Cash flow / budgeting
Retirement income strategy
Equity compensation tax strategy
College savings (529s, UTMA, etc.)
General tax planning
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%
Fee-only: Investment management fees based on tiered AUM schedule; Financial Planning fixed fees starting at $4,800 per year, paid monthly; Financial Planning clients receive credit of 65% of investment management fees toward planning fees.
Main office location
Alaminos Wealth Planning
Dublin OH, United States
Number of offices
1
Most active in
Alaminos Wealth Planning has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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