Aladino Financial Services, Inc.

Overview

Aladino Financial Services, Inc. is a California-based corporate advisory practice owned by an individual and positioned as a small, fee-focused advisor that acts as a capital allocator. The firm’s advisory work centers on financial planning and the selection of third‑party advisers rather than traditional discretionary portfolio management. Fee arrangements noted include hourly charges, fixed fees and other non‑AUM billing approaches, which aligns with a consulting-style planning practice. Regulatory and operational flags in the record indicate the adviser operates within a single state (California) and does not identify as an ESG investor, pension consultant, or related adviser. Industry affiliations include connections with other investment advisers, a law firm, an insurance company and a real estate broker, suggesting a networked approach to referrals and specialist sourcing.

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Location & Offices