Aladino Financial Services is a fee-based registered investment advisor based in El Dorado Hills, California. The firm focuses on financial planning, general consulting, and quarterly retainer services, while referring clients to independent third-party investment managers for portfolio management. Aladino Financial Services helps clients evaluate their financial status, future goals, and risk tolerance, and offers recommendations on investment basics, retirement planning, tax strategies, and estate planning. The firm's principal, James Aladino Parenti, is also affiliated with Private Advisor Group for investment management, LPL Financial for securities, and operates related entities for insurance, real estate, and legal services. Aladino Financial Services does not directly manage client portfolios or custody client assets, instead guiding clients to external money managers and professionals.
Fee Structure
Aladino Financial Services offers a Quarterly Retainer Consulting Service for clients with complex real estate, business, or investment circumstances. This ongoing service provides continuous counseling and phone and in-person availability.
- Quarterly Retainer Fee — ranges from $100 to $500 per quarter depending on the complexity of your situation.
- Financial Planning Services — fixed fees ranging from $500 to $10,000, or hourly rates from $150 to $500, depending on the scope and complexity of your needs.
- General Consulting Services — hourly rates ranging from $150 to $500, or flat fees negotiated for specific projects such as real estate, insurance, annuities, tax planning, employee benefits, retirement planning, or portfolio reviews.