Atlantis Investment Coaching, LLC

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Client assets under management

Clients

20% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

About

Atlantis Investment Coaching provides financial planning, modular financial analyses, and cash flow management coaching primarily to individual clients — including many high‑net‑worth individuals — and to some pension and business entities. The firm also offers educational workshops and seminars and assists clients in identifying and engaging third‑party investment advisers rather than directly managing client investment accounts.

Atlantis follows an asset‑class, index‑oriented investment philosophy (described in its materials as "Free Market Portfolio Theory") that emphasizes capturing market returns through diversification and alignment with a client’s risk tolerance. The firm does not have discretionary trading authority or execute securities transactions; it refers clients to third‑party advisers (primarily Matson Money), provides reviews in connection with planning or upon request only, and receives a portion of third‑party advisory fees — a practice that constrains client choice and creates a potential conflict of interest.

Several features distinguish Atlantis from many peers: it uses client testimonials in its advertising and routinely hosts educational seminars (both uncommon for similar firms), and some adviser representatives are licensed to sell insurance products, which creates additional conflicts of interest to be disclosed. Atlantis generally charges flat or hourly fees for planning and coaching rather than relying on direct percentage‑of‑assets advisory fees and does not provide traditional portfolio management or continuous account monitoring.

Client services

Financial planning Selection of other advisers Educational seminars or workshops

Expertise

Cash flow / budgeting General retirement planning General estate planning guidance General tax planning

Fee options

Fixed

Financial analyses and financial plans range from $500 to $20,000, generally payable in advance

Percentage

$0 - $500,000: Up to 1.40% (new clients up to 0.99%) on Matson Money Fund Platform $500,001 - $1,000,000: Up to 1.00% (new clients up to 0.99%) on Matson Money Fund Platform $1,000,001 - $4,000,000: Up to 0.75% on Matson Money Fund Platform $4,000,001+: Up to 0.50% on Matson Money Fund Platform $0 - $500,000: 2% on Private Account Asset Allocation (not available for new accounts) $500,001 - $1,000,000: 1% on Private Account Asset Allocation (not available for new accounts) $1,000,001 - $4,000,000: 0.75% on Private Account Asset Allocation (not available for new accounts) $4,000,001+: 0.50% on Private Account Asset Allocation (not available for new accounts)

Project-based

Up to $500 per hour depending on complexity

Subscriptions

Cash Flow Management Coaching Services fees up to $600 initial and up to $600 quarterly recurring

Other

Minimum fee: Retainer up to $500 credited toward total fee Fee-only: Hourly fees up to $500/hour; flat fees from $500 to $20,000 for financial plans; CMC Services fees up to $600 initial and $600 quarterly recurring

Main office location

Atlantis Investment Coaching, LLC

District View The Work Place, 450 Ave De La Constitucion Ste 200

San Juan PR 00901-2317, United States

Number of offices

Most active in

Puerto Rico · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram Website 787-919-7314

Advisors at this firm

Alejandro S

Series 65

San Juan, PR

Atlantis Investment Coaching, LLC

Alejandro Santiago is a financial advisor at Atlantis Investment Coaching, LLC with a Series 65 designation and two years of industry experience. He has been with Atlantis Investment Coaching since 2015. Outside of advisory work, he is also an insurance agent and provides business consulting services to his family's businesses. Atlantis Investment Coaching primarily serves individual clients, including many high-net-worth households, as well as pension plans and business entities. The firm offers holistic financial planning and educational workshops, following an asset-class, market-efficient investment philosophy that emphasizes the use of no-load, structured, or index funds and refers clients to third-party investment managers for portfolio management.

Cash flow / budgeting General retirement planning General estate planning guidance General tax planning

Omar P

Series 63, Series 66

San Juan, PR

Atlantis Investment Coaching, LLC

Omar Pereira is a financial advisor with Atlantis Investment Coaching, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has held leadership roles in energy infrastructure and consulting firms, including serving as President and CEO of Earthshine Corp. and Vice-President of Seanergy Group LLC. Pereira also manages a medical practice’s accounting operations and is involved in property management. Atlantis Investment Coaching primarily serves individual clients, including many high-net-worth households, as well as pension plans and business entities. The firm offers holistic financial planning, educational workshops, and assistance in selecting third-party investment managers, following an asset-class, market-efficient philosophy without direct portfolio management.

Cash flow / budgeting General retirement planning General estate planning guidance General tax planning

Manuel L

Series 65

San Juan, PR

Atlantis Investment Coaching, LLC

Manuel Lopez Mendez is a financial advisor with Atlantis Investment Coaching, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Atlantis, he worked for Verizon for 18 years. He also serves as the firm's Events Director, managing live and online events. Atlantis Investment Coaching primarily serves individual clients, including high-net-worth households, as well as pension plans and business entities. The firm provides holistic financial planning, educational workshops, and assistance with selecting third-party investment managers, following an asset-class, market-efficient investment philosophy.

Cash flow / budgeting General retirement planning General estate planning guidance General tax planning

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