A complete list of active advisors currently associated with Alaminos Wealth Planning

Warmer can help you find a great advisor at Alaminos Wealth Planning or one who fits your needs even better.

Alaminos LLC dba Alaminos Wealth Planning is a fee-only, registered investment adviser formed in 2025 that provides investment management, ongoing financial planning, and educational seminars and speaking engagements to individuals, high net‑worth clients, and organizational groups. The firm advises on stocks, bonds, mutual funds, ETFs, and cash equivalents and reported $0 in discretionary and non‑discretionary assets under management as of December 31, 2025. The firm’s investment process draws on fundamental and cyclical analysis and applies Modern Portfolio Theory to build tailored asset allocations using a mix of passive and active vehicles. In addition to direct portfolio management, the firm may recommend and monitor independent Outside Managers, performing due diligence on managers’ track records, underlying holdings, concentrations, and compliance infrastructure as part of its oversight. Noteworthy for its peer group, the firm offers educational seminars and speaking engagements (virtual or in‑person, fee range disclosed in the brochure) — a service relatively uncommon among similar investment manager firms — and explicitly documents a practice of selecting and evaluating other advisers for client use, which only a minority of peers provide. The brochure also discloses that the firm does not sell investment products for commissions, does not participate in wrap‑fee programs, and recommends a third‑party custodian while not taking custody of client assets itself.

To learn more about the advisors currently working at Alaminos Wealth Planning, 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.