Atlantis Investment Coaching, LLC

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Client assets under management

Clients

20% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

About

Atlantis Investment Coaching, LLC works primarily with individual clients, including high-net-worth individuals, providing financial planning, cash‑flow management coaching, and one‑on‑one consultations. The firm emphasizes educational services and point‑in‑time advisory recommendations rather than discretionary portfolio management.

Atlantis’s approach is coaching‑focused: it delivers structured group and individual education, non‑discretionary financial planning, and assistance with client profiling and account paperwork, while directing clients to third‑party investment advisers for portfolio execution. Clients remain responsible for implementing recommendations and for ongoing monitoring, and Atlantis requires use of firm‑approved communication channels for advisory matters.

The firm is notable among peers for routinely using client testimonials in its advertising and for operating regular educational workshops and seminars, sometimes open to the public or offered for a fee. Atlantis’s advisers are also licensed insurance producers and the firm has established training, licensing, and platform arrangements with Matson Money as its primary third‑party manager, an arrangement the brochure discloses can limit recommended investment options and create potential conflicts of interest.

Client services

Financial planning Selection of other advisers Educational seminars or workshops

Expertise

Cash flow / budgeting General tax planning Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Flat fees ranging from $500 to $20,000 for financial analyses or plans; Cash Flow Management Coaching initial and quarterly fees up to $600 each.

Percentage

$0 - $500,000: Up to 1.40% (new clients up to 0.99%) on Matson Money Fund Platform $500,001 - $1,000,000: Up to 1.00% (new clients up to 0.99%) on Matson Money Fund Platform $1,000,001 - $4,000,000: Up to 0.75% on Matson Money Fund Platform $4,000,001+: Up to 0.50% on Matson Money Fund Platform $0 - $500,000: 2% on Private Account Asset Allocation Program (legacy, not for new clients) $500,001 - $1,000,000: 1% on Private Account Asset Allocation Program (legacy, not for new clients) $1,000,001 - $4,000,000: 0.75% on Private Account Asset Allocation Program (legacy, not for new clients) $4,000,001+: 0.50% on Private Account Asset Allocation Program (legacy, not for new clients)

Project-based

Hourly fees up to $500 per hour depending on engagement complexity.

Subscriptions

Recurring quarterly coaching fees up to $600 for Cash Flow Management Coaching Services.

Other

Minimum fee: Flat fees from $500 to $20,000 for financial planning or analyses; retainer up to $500 credited toward fees. Fee-only: Hourly fees up to $500/hour; flat fees $500 to $20,000; quarterly recurring fees up to $600 for Cash Flow Management Coaching Services.

Main office location

Atlantis Investment Coaching, LLC

District View The Work Place, 450 Ave De La Constitucion Ste 200

San Juan PR 00901-2317, United States

Number of offices

Most active in

Puerto Rico · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram Website 787-919-7314

Advisors at this firm

Alejandro S

Series 65

San Juan, PR

Atlantis Investment Coaching, LLC

Alejandro Santiago is a financial advisor at Atlantis Investment Coaching, LLC with a Series 65 designation and two years of industry experience. He has been with Atlantis Investment Coaching since 2015. Outside of advisory work, he is also an insurance agent and provides business consulting services to his family's businesses. Atlantis Investment Coaching primarily serves individual clients, including many high-net-worth households, as well as pension plans and business entities. The firm offers holistic financial planning and educational workshops, following an asset-class, market-efficient investment philosophy that emphasizes the use of no-load, structured, or index funds and refers clients to third-party investment managers for portfolio management.

Cash flow / budgeting General tax planning Retirement plans for business owners (SEP, solo 401k)

Omar P

Series 63, Series 66

San Juan, PR

Atlantis Investment Coaching, LLC

Omar Pereira is a financial advisor with Atlantis Investment Coaching, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has held leadership roles in energy infrastructure and consulting firms, including serving as President and CEO of Earthshine Corp. and Vice-President of Seanergy Group LLC. Pereira also manages a medical practice’s accounting operations and is involved in property management. Atlantis Investment Coaching primarily serves individual clients, including many high-net-worth households, as well as pension plans and business entities. The firm offers holistic financial planning, educational workshops, and assistance in selecting third-party investment managers, following an asset-class, market-efficient philosophy without direct portfolio management.

Cash flow / budgeting General tax planning Retirement plans for business owners (SEP, solo 401k)

Manuel L

Series 65

San Juan, PR

Atlantis Investment Coaching, LLC

Manuel Lopez Mendez is a financial advisor with Atlantis Investment Coaching, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Atlantis, he worked for Verizon for 18 years. He also serves as the firm's Events Director, managing live and online events. Atlantis Investment Coaching primarily serves individual clients, including high-net-worth households, as well as pension plans and business entities. The firm provides holistic financial planning, educational workshops, and assistance with selecting third-party investment managers, following an asset-class, market-efficient investment philosophy.

Cash flow / budgeting General tax planning Retirement plans for business owners (SEP, solo 401k)

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