A complete list of active advisors currently associated with Aladino Financial Services, Inc.
Warmer can help you find a great advisor at Aladino Financial Services, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Aladino Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
El Dorado Hills, CA
| 1
| |
El Dorado Hills, CA
| 44
|
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