Carol Somoano
Asset Planning · Los Alamitos, California
Carol Somoano is a fee-only financial advisor at Asset Planning in Los Alamitos, California, who holds the CFP and MBA credentials. Carol charges a percentage of assets, a one-time planning fee and hourly fees (one-time plans from $2,500 and 0.5%–1% a year of assets managed) and focuses on retirement planning, pension planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Asset Planning |
|---|---|
| Based in | Los Alamitos, California |
| Fee model | Percentage of assets · One-time planning fee · Hourly |
| Fees (firm's website) | One-time plans from $2,500 · 0.5%–1% a year of assets managed · A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $553.5M across 973 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA, TX · CRD 4972541 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | assetplanninginc.com |
| Profile |
How Carol's firm compares
- A one-time plan starts at $2,500, in line with the California median of $2,500 for fee-only firms that publish prices.
- Asset Planning's average account is about $569,000, from its Form ADV (assets managed divided by 973 accounts).
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Questions about Carol
Is Carol Somoano a fee-only financial advisor?
Yes. Carol Somoano is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Carol's firm.
How does Carol charge for financial advice?
Carol charges a percentage of assets, a one-time planning fee and hourly fees.
How much does Carol charge?
According to Asset Planning's website, checked October 28, 2026: one-time plans from $2,500; 0.5%–1% a year of assets managed; a $500,000 asset minimum.
Does Carol work with clients virtually?
Yes. Asset Planning says on its website that it works with clients remotely.
Where is Carol Somoano based?
Carol Somoano is based in Los Alamitos, California.
What does Carol specialize in?
Carol's specialties include retirement planning, pension planning and tax planning. Carol works with retirees and pre-retirees.
What credentials does Carol Somoano hold?
Carol Somoano holds the CFP and MBA credentials.
Is Carol Somoano registered with the SEC?
Yes. Carol Somoano is registered as an investment adviser representative in CA and TX (CRD 4972541), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Asset Planning manage?
Asset Planning reports $553.5M across 973 accounts in assets under management.
How do I contact Carol Somoano?
Through Carol's website, assetplanninginc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Asset Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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