Alders Financial Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alders Financial Solutions is a state-registered financial planning firm that provides comprehensive financial planning and pension consulting to individuals, trusts, estates, and retirement accounts, with the brochure noting a primary focus on high‑net‑worth clients. The firm delivers written plans and periodic reviews and occasionally holds informational seminars for clients and prospective clients.
AFS offers only financial planning services and does not provide portfolio management, take custody of client assets, or accept discretionary authority over client accounts; it makes recommendations about types of investments and planning tools rather than specific securities. The firm’s planning process evaluates a client’s financial situation, risk tolerance, tax and estate considerations, liquidity needs, and other personal factors to form implementable recommendations that clients may execute through third‑party brokers or advisors.
Distinctive features disclosed in the brochure include operation as a sole proprietorship that reports no assets under management and an explicit absence of percentage‑of‑AUM billing, instead using fixed‑fee and hourly engagements for planning. The firm’s advisory representatives are also registered representatives of a broker‑dealer and licensed insurance agents, and the brochure notes that referrals to a broker‑dealer or sales of insurance products can result in separate brokerage commissions — a potential conflict the firm discloses and asks clients to consider when implementing recommendations.
Client services
Expertise
Fee options
Advisory representatives may receive commissions from insurance products and from services through affiliated broker-dealer LPL Financial
Hourly financial planning fees $350-$375 per hour; Pension consulting hourly fees $270 per hour
Minimum fee: Fixed fees ranging from $3,500 to $30,000 based on complexity for financial planning services; Fixed fees ranging from $3,500 to $7,000 for pension consulting services Fee-only: Financial planning and pension consulting fees charged on fixed fee or hourly basis; hourly rates $350-$375 for financial planning, $270 for pension consulting
Main office
1701 Novato Blvd, Ste. 304
Novato CA 94947
Advisors at this office
4
Most active in
California
Also doing business as
Alders Financial Solutions · Louis F. Batmale · Louis F. Batmale Dba Alders Financial Solutions
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
George C
Series 63, Series 66
Novato, CA
Alders Financial Solutions
George Craig is a financial advisor at Alders Financial Solutions in Novato, CA, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Scottrade, Inc. for 15 years and LPL Financial for 8 years. Craig operates Alders Financial Solutions as an independent registered investment advisor. Alders Financial Solutions provides financial planning and pension consulting services primarily to high-net-worth individuals and related entities. The firm follows a planning-centered process focusing on comprehensive financial analysis and strategy recommendations without discretionary asset management.
Frank B
CFP®, Series 63
Novato, CA
Alders Financial Solutions
Frank Bruno is a CFP® professional with 37 years of experience in the financial industry. He is affiliated with LPL Financial and has operated Alders Financial Solutions since 2014. Bruno holds the Series 63 designation and is based in Novato, CA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of delivery options supported by an in-house Research team and combines large-scale advisory operations with various non-advisory financial products.
Lauren P
CFP®, Series 66, Series 63
Novato, CA
Alders Financial Solutions
Lauren Patterson is a CFP® professional with 15 years of experience in financial advising. She has worked at Alders Financial Solutions since 2018 and previously at Financial Connections Group, Inc. She is based in Novato, CA. Alders Financial Solutions is a state-registered financial planning firm that serves individuals, trusts, estates, and retirement accounts, primarily focusing on high-net-worth clients. The firm provides comprehensive written financial plans and pension consulting but does not manage client assets or accept discretionary authority, instead offering recommendations implemented through third-party brokers or advisors.
Louis B
Series 66
Novato, CA
Alders Financial Solutions
Louis Batmale is a financial advisor with Alders Financial Solutions, holding a Series 66 designation and 26 years of industry experience. His career includes over 20 years at LPL Financial, LLC, and two years at Alders Financial Solutions before its independent registration. Alders Financial Solutions provides financial planning and pension consulting services primarily to high-net-worth individuals and related entities. The firm employs a planning-centered approach that considers clients’ comprehensive financial situations without taking custody of assets, and it is notable for combining broker-dealer representation and insurance licensing with pension consulting services.
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