Santafino Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Santafino Wealth Management LLC is a fee‑only, state‑registered investment adviser that offers portfolio management, financial planning, consulting, and educational seminars or speaking engagements. The firm states it serves a range of clients, including individuals and family offices as well as institutional and business entities such as pension/profit‑sharing plans, trusts, charitable organizations, corporations, and other investment advisers.
The firm’s implementation approach emphasizes selecting and monitoring unaffiliated Independent Managers and may utilize Turnkey Asset Management Programs and model marketplaces (for example, Altruist) to implement client allocations. With client authorization Santafino may manage accounts on a discretionary basis and employ strategies that can include inverse ETFs, options, hedging, rebalancing, and trading of digital assets/cryptocurrencies, while also offering manager searches, custodial analysis, and performance reporting.
Noteworthy disclosures in the brochure include an affiliation with an accounting firm to which the managing member devotes approximately half of their time, a relationship the firm identifies as a potential conflict of interest, and the firm’s stated capacity to work with client types that are uncommon for independent firms (for example, banks, insurance companies, state or municipal governments, and sovereign wealth funds). The brochure also reports zero discretionary and non‑discretionary assets under management as of the August 19, 2026 filing, a fact that may be relevant to prospective clients assessing scale, resource allocation, and current operating bandwidth.
Client services
Expertise
Fee options
Fixed fees for consulting and financial planning services ranging from $2,500 to $50,000, depending on client circumstances and engagement complexity; fees subject to negotiation
$0 - $10,000,000: 1% $10,000,001 - $20,000,000: 0.8% $20,000,001+: 0.6%
Hourly fees typically range between $500 and $750 per hour for consulting and financial planning services
Annual retainer fees for consulting services ranging from 0.20% to 0.80% of assets under supervision, subject to negotiation
Account minimum: $1,000,000 (waivable at firm's discretion) Minimum fee: Minimum quarterly fee of $2,500 for Portfolio Management Services (waivable at firm's discretion) Fee-only: Firm is fee-only; does not receive commissions or external compensation from securities sales
Main office
Santa Barbara CA
Advisors at this office
1
Most active in
California
Also doing business as
Coast Village Group · Coast Village Group Wealth Management LLC · Santafino · Santafino Wealth Management LLC
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
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")