Carol Somoano is a CFP-designated registered investment advisor at Asset Planning, INC, based in Los Alamitos, CA, with 20 years of industry experience. Carol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 373 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Depending on the size of the account, fee breakpoints may be given on accounts over $500,000. Fees may be negotiable.
Fee Estimator
Contact
Carol Somoano
Location
4281 Katella Avenue, Suite 203, Los Alamitos, CA, 90720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Asset Planning, INC
State Registrations2 states
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