ELDERADO FINANCIAL, INC

Overview

Elderado Financial, Inc. is an independent registered investment adviser serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and client education through publications and seminars. The firm operates under a fee model that includes percentage-of-AUM billing plus options for hourly and fixed-fee engagements, which supports both ongoing investment relationships and one-off planning work. Elderado favors pooled public vehicles as the backbone of its portfolios, with mutual funds and other public funds representing the dominant allocation. The firm supplements those core holdings with access to alternative exposures — notably real estate and REITs — and has added digital currency to its list of possible allocations. Elderado was recognized by FA Magazine as a Top RIA Firm in 2020, and it positions itself as a hands-on adviser that blends portfolio management with educational outreach for its client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices