Alda Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
40
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
HighAverage account size
$0
About
ALDA Advisors, Inc. is a state-registered advisory firm with two advisors serving roughly 40 clients that include individuals, companies, trusts and pension plans. It provides general financial consulting and planning services focused on managing financial resources, defining business and financial risk, and helping clients pursue stated objectives.
The firm does not accept discretionary authority or custody of client assets and delivers advice and periodic portfolio reviews rather than ongoing portfolio management. Its recommendations rely on classic asset-allocation principles (including Modern Portfolio Theory) and generally point clients to widely held mutual funds, ETFs, CDs or, when appropriate, a manager-of-managers option available through an affiliated broker-dealer relationship.
Alda is notable for its broker-dealer and insurance affiliations: its advisors are registered representatives of a broker-dealer and are licensed to sell insurance and annuities, and the brochure discloses the potential for commission-based recommendations and related conflicts of interest. The firm also emphasizes multiple non-prescriptive fee arrangements (hourly, retainer, project and, where used, asset-based arrangements), transparency about compensation, and work with retirement plans and business clients rather than providing discretionary retail portfolio management.
Client services
Financial planning
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Occupation focus
Founder/Business Owner
Fee options
Retainer fees ranging from $1,200 to $25,000 annually; Fees for company retirement plan review from $1,000 to $50,000
Commission-based sales of securities and insurance products by David L. Pelland, CFP, separate from advisory fees
Up to $350 per hour
Fee-only: Hourly fees up to $350 per hour; Retainer fee $1,200 to $25,000 annually; Retirement plan review fees $1,000 to $50,000 based on services selected
Main office location
Alda Advisors, Inc.
2735 Crawfis Blvd., Ste. 210
Fairlawn OH 44333, United States
Number of offices
1
Most active in
Alda Advisors, Inc. 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 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.
Is not active or affiliated with:
-
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.
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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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