Alders Financial Solutions is a financial planning firm based in Novato, California, founded by Louis F. Batmale in 2017. The firm focuses exclusively on delivering personalized financial planning, retirement planning, and pension consulting services. When creating a financial plan, Alders Financial Solutions evaluates your current financial position, securities and business holdings, insurance policies, real estate, tax returns, and estate planning documents to help you achieve your business, retirement, and estate goals. The firm does not manage investment portfolios directly or exercise authority to make trades without asking first under its registered investment advisor entity; instead, clients receive a written financial plan and can choose whether to implement recommendations independently or through affiliated entities like LPL Financial. Alders Financial Solutions emphasizes a collaborative approach, suggesting clients work closely with their accountants, attorneys, and insurance agents.
Fee Structure
- Comprehensive financial plan (fixed fee) — $3,500 to $30,000 depending on the complexity of your assets, number of areas analyzed, and depth of analysis required
- Pension consulting services (fixed fee) — $3,500 to $7,000 depending on the scope and complexity of services
- Hourly financial planning — $350 to $375 per hour, billed monthly as services are provided
- Hourly pension consulting — $270 per hour for ongoing consulting projects