Alikos Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alikos provides discretionary investment management, financial planning, and retirement‑plan advisory to individuals (including high‑net‑worth clients), trusts, qualified plans, charitable organizations, and small businesses. The two‑advisor firm manages roughly $92.6 million for about 41 clients and typically establishes written investment policy statements with ongoing monitoring and periodic reviews.
The firm follows a long‑term, Modern Portfolio Theory approach that emphasizes passive, asset‑class diversification implemented primarily through no‑load mutual funds and ETFs (including funds from providers such as DFA and Avantis). Alikos also uses independent sub‑advisors for fixed‑income management, can engage third‑party managers for ESG or faith‑based mandates, and selectively employs interval and other alternative funds or individual equities when tax or client‑specific constraints warrant.
What sets the firm apart from many peers is a common‑ownership affiliation with an accounting practice, creating an integrated referral channel while maintaining separate client engagements and disclosures. The firm also relies on a third‑party back‑office and sub‑advisory arrangement for fixed‑income and administrative services and offers a third‑party cash‑management sweep, an operational mix that differs from many similarly sized supported advisers.
Client services
Expertise
Fee options
Fixed fees generally ranging from $1,500 to $10,000 for financial planning
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.40% $15,000,001+: 0.30%
$100 to $400 per hour for financial planning services
Account minimum: $10,000 minimum annual fee Minimum fee: Minimum annual fee of $10,000 for new clients; minimum fee will not result in more than 3% annually of assets under management Fee-only: Fixed fees generally ranging from $1,500 to $10,000 for financial planning; hourly fees from $100 to $400 per hour
Main office
7700 Georgetown Road, Suite 320
Bethesda MD 20814
Advisors at this office
2
Most active in
District of Columbia · Maryland · Texas · Virginia
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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
Peter R
Series 65
Bethesda, MD
Alikos Wealth Management, LLC
Peter Ryan is a financial advisor at Alikos Wealth Management, LLC with nine years of industry experience. He holds the Series 65 designation and has been with Alikos since 2015. Ryan also has over 30 years of experience at Ryan & Wetmore P.C. Outside of his advisory work, he is involved as a member in several real estate investment partnerships. Alikos Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and small businesses by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes long-term, broadly diversified portfolios primarily implemented with passively managed mutual funds and ETFs, and offers customized solutions including ESG, tax-sensitive, and fixed-income accounts.
Daniel R
Series 65
Bethesda, MD
Alikos Wealth Management, LLC
Daniel Ryan is a Series 65-licensed financial advisor with nine years of industry experience. He has been with Alikos Wealth Management, LLC since 2015. Alikos Wealth Management serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes long-term, broadly diversified portfolios using primarily passively managed mutual funds and ETFs, and offers customized solutions including ESG and tax-sensitive strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)