Aladino Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aladino Financial Services provides financial planning, consulting, and initial client interviews and refers clients to independent third‑party investment managers for discretionary portfolio implementation. The firm does not directly manage client assets and reports no assets under management; its services include general consulting and a quarterly retainer option for clients with complex real estate, business, or investment needs.
AFS’s process centers on gathering client information to tailor recommendations and conducting due diligence when selecting outside managers or broker‑dealers for implementation. Recommendations commonly identify implementation options through a promoter firm or a broker‑dealer, and the brochure discloses that those referral and implementation relationships create potential conflicts that the firm addresses through disclosure and manager review.
What is distinctive about AFS is its web of affiliated businesses: the principal also operates a licensed insurance agency, participates in a real estate brokerage trade name, and practices law, and the firm receives referral or solicitation compensation when clients engage recommended managers or affiliated services. The firm does not charge percentage‑of‑assets fees or provide in‑house portfolio management, and the principal reports spending a substantial portion of his time on these affiliated activities.
Client services
Expertise
Fee options
Fixed fees generally ranging from $500 – $10,000 assessed as one-time or ongoing fees depending on services
Hourly rate typically ranges from $150 – $500 depending upon scope and complexity
Quarterly retainer consulting fees ranging from $100 to $500 billed quarterly in advance
Fee-only: Fixed fees ranging from $500 – $10,000; hourly fees ranging from $150 – $500 depending on services and complexity, negotiable
Main office
3907 Park Drive, Suite 230
El Dorado Hills CA 95762-4572
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Christopher B
Series 66
El Dorado Hills, CA
Aladino Financial Services, Inc.
Christopher Bell is a financial advisor at Aladino Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he served in the United States Coast Guard for 12 years. Bell also provides administrative support to Mariner Independent Advisor Network, LLC, an independent investment advisor firm. Aladino Financial Services offers financial planning and consulting, focusing on initial client interviews and referring clients to third-party investment managers for portfolio implementation. The firm does not directly manage assets and provides tailored recommendations through a network of affiliated businesses, including insurance and legal services.
James P
CFP®, Series 63, Series 65
El Dorado Hills, CA
Aladino Financial Services, Inc.
James Parenti is a financial advisor with Aladino Financial Services, Inc., holding CFP® certification and Series 63 and 65 licenses. He has 44 years of industry experience and also maintains a legal practice through his own law office. His career includes longstanding roles at Aladino Financial Services since 1989 and positions with LPL Financial, Mariner Independent Advisor Network, and Private Advisor Group. Aladino Financial Services specializes in financial planning and consulting, referring clients to independent third-party investment managers for portfolio implementation. The firm focuses on tailoring recommendations through detailed client information gathering and due diligence, without directly managing client assets.
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