AIKAPA
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,578,434
This total excludes 18 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
31
81% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
HighAverage account size
$760,595
About
AIKAPA works with individuals, families, trusts, non-profit associations, corporations, pension/profit-sharing plans and small businesses, with a client base that typically includes executives and business owners aged roughly 30 to 84. The firm provides comprehensive wealth planning and financial planning, portfolio management, wealth coaching, and employer/employee retirement plan analysis and education.
The firm requires a financial plan as the foundation for its investment advice and delivers services through two models: a Managed Plan that integrates planning, implementation and ongoing portfolio oversight, and a Guided Plan that provides project-based planning and client-led implementation. Portfolios are built from broadly diversified mutual funds and ETFs, rebalanced to agreed asset mixes, and may be managed on either a discretionary or non‑discretionary basis depending on the engagement.
Noteworthy features that distinguish AIKAPA from many independent advisers include a published blog and periodic newsletter, regular seminars and workshops, and work with corporate and small‑business clients on retirement plan design and pension/profit‑sharing arrangements. The firm also embeds wealth coaching and financial education into its Managed Plan and provides targeted planning for business‑owner financial infrastructure and employee education.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Coaching
Expertise
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
Tax strategies for small businesses
Cash flow / budgeting
General retirement planning
Occupation focus
Executive
Founder/Business Owner
Demographic focus
Established Professionals
Mid-Career Professionals
Fee options
Fixed project fees for financial planning (Guided Plan) ranging $9,000 to $18,500, with half due at engagement and balance on delivery
$0 - $500,000: 1.0% $500,001 - $1,000,000: 0.8% $1,000,001 - $2,000,000: 0.7% $2,000,001 - $5,000,000: 0.6% Above $5,000,000+: 0.3%
$450 per hour for financial planning aspects not included in fixed annual fee or additional consultations
Ongoing fixed fee agreements for financial planning billed quarterly in advance, based on hourly rate of $450; negotiated annually
Minimum fee: Minimum first-year fee of $9,800; ongoing minimum fee of $7,200 per year after the first year; retirement annual minimum fee $9,000 Fee-only: Financial planning fees for Guided Plan range from $9,000 to $18,500 plus $450 per hour for additional consultation; ongoing fixed fee agreements based on $450 per hour billed quarterly in advance
Main office location
AIKAPA
201 Corte Madera Ave
Corte Madera CA 94925, United States
Number of offices
3
Most active in
AIKAPA has reported serving >5 clients in these states in the last 12 months.
California · Louisiana
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:
-
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.
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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.
-
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.
-
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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