Alaminos Wealth Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 14, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$4,800/yr

“If AWP utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. 8 Financial Planning Services We charge a recurring fixed fee starting at $4,800 per year for Financial Planning.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Alaminos Wealth Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Alaminos Wealth Planning’s fees compare

• Its annual fee of $4,800 is below the Ohio median of $5,000. 42% of the 79 other Ohio planners that publish an annual fee charge less.
• 1 of the 4 other planners in Dublin that publish an annual fee charge less.

About Alaminos Wealth Planning

• Principal: Michael Sommer
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338055

Website

alaminoswealth.com (opens in new tab)

Phone

(901) 213-6677

Other planners in Dublin that publish fees

• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr
• Ard Advisory Services, LLCDublin$180⁠-⁠$286/hr, $500⁠-⁠$3,000
• Bullrock Capital, LLCDublin$500⁠-⁠$2,500
• Capstone Wealth PartnersDublin$1,500
• Cognition Financial LLCDublin$250/hr, $500⁠-⁠$6,000

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