Alaminos Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alaminos Wealth Planning provides investment management, ongoing financial planning, and one‑off agreed‑scope personal financial analyses to individuals and high‑net‑worth clients, and also offers educational seminars and speaking engagements to small businesses, corporations, and nonprofit organizations. The firm operates as a fee‑only adviser and advises on a range of securities including stocks, bonds, mutual funds, ETFs, government and municipal securities, and cash equivalents.
The firm develops a personalized investment policy and asset allocation for each client and applies a mix of fundamental and cyclical analysis along with principles of modern portfolio theory, using both passive and active vehicles as appropriate. It may engage outside managers for portions of client portfolios, typically manages accounts on a discretionary basis when retained, and conducts periodic reviews tied to client objectives and risk tolerance.
Notable distinctions include the firm’s explicit offering of educational seminars — a service relatively uncommon among independent advisers — and the recent addition of Agreed‑Scope Personal Financial Analysis engagements that deliver discrete, project‑based deliverables (for example, cash‑flow modeling, equity compensation analysis, and major purchase planning). Founded in 2025 and managing a limited amount of client assets, the firm operates at a small scale, which is reflected in its mix of ongoing planning relationships and targeted, analyst‑style consulting projects.
Client services
Expertise
Fee options
Agreed-scope personal financial analysis fixed fees typically range from $1,500 to $6,000; Educational seminars fees range from $0 to $2,000 per seminar
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%
Hourly rate of $300 per hour for agreed-scope personal financial analysis
Fee-only: Financial planning fees starting at $4,800 per year; Fees for agreed-scope personal financial analysis fixed project fees typically range from $1,500 to $6,000 or hourly fees at $300 per hour
Main office
Dublin OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Alaminos LLC · Alaminos Wealth Planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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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