Alaminos Wealth Planning

Overview

Alaminos Wealth Planning is an Ohio-based limited liability company that provides financial planning and portfolio management primarily for individuals and small businesses. The firm lists an individual owner and offers services that include selecting other advisers and running educational seminars or workshops. Its fee arrangements are flexible, combining a percentage of assets under management with hourly and fixed-fee options. The firm identifies itself as a capital allocator, does not flag itself as an ESG investor, and is not registered to operate across multiple states.

Assets & Accounts

Investments & Alternatives

Location & Offices