Alfredo Banuelos is a registered investment advisor at Atlas Financial LLC, based in Dublin, CA, with 17 years of industry experience. Alfredo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 410 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.80% |
| $1M+ | 0.70% |
Fees are negotiable based on client type, complexity, and other services provided.
Fee Estimator
Location
Dublin, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2026Other Business Activities
Alfredo is an owner/partner in AK13 LLC, Alfredo Banuelos, BRM 16 LLC, and BRM 132 LLC, all related to real estate and rental properties. He dedicates minimal time to these activities.
Employment History
Current Registrations
Atlas Financial LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Wamu Investments, INC.Broker
State Registrations1 state
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
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