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CFP
TA
CFP

Tami Aloisa

Ltplanners
29 Years of Experience
Virginia Beach, VA
5 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Tami Aloisa is a CFP-designated registered investment advisor at Ltplanners, based in Virginia Beach, VA, with 29 years of industry experience. Tami operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 5 more.

Ltplanners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee is 1.00%. Fees are negotiable. Clients electing Altruist One pay an additional platform fee of 0.12%, bringing the total combined fee up to 1.12% per year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

780 Lynnhaven Parkway, Suite 400, Virginia Beach, VA, 23452

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2024
Final
Financial
February 2019
Final
Regulatory
February 2018
Final
Employment Separation After Allegations
August 2017
Employment Separation After Allegations
July 2015
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Tami is the secretary for a networking group, Colloborative Divorce Solutions of Tidewater, taking notes. Since 2004, Tami has also been an independent licensed insurance agent selling life insurance.

Employment History
Current Registrations
Ltplanners
September 2026 - Present · 1 mo
Previous Registrations
Oneseven
May 2020 - September 2026 · 6 yrs 4 mos
Hayden Royal
February 2018 - November 2019 · 1 yr 9 mos
Spire Wealth Management, LLC
October 2017 - January 2018 · 3 mos
Spire Securities, LLCBroker
October 2017 - January 2018 · 3 mos
UBS Financial Services INC.
September 2015 - September 2017 · 2 yrs
UBS Financial Services INC.Broker
August 2015 - September 2017 · 2 yrs 1 mo
UBS Financial Services INC.
August 2015 - August 2015 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1997 - July 2015 · 18 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1996 - July 2015 · 19 yrs 3 mos
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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