# Edi Alvarez

> Edi Alvarez is a fee-only financial advisor at Aikapa Wealth Planning & Management in Corte Madera, California, who holds the CFP credential. Edi charges a flat fee or retainer and focuses on small business owners and founders (pre-exit).

Page: https://find.wellspent.co/advisors/edi-alvarez/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Aikapa Wealth Planning & Management
- **Based in:** Corte Madera, California
- **Fee model:** Flat fee or retainer
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $44.3M across 136 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners, Founders (pre-exit)
- **Works with:** Founders, Pre-retirees
- **CRD:** 5411952 (https://adviserinfo.sec.gov/individual/summary/5411952)
- **SEC registration:** Investment adviser representative in CA, LA
- **Exams passed:** Series 65 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.aikapa.com

## Frequently asked questions

### Is Edi Alvarez a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Edi holds no broker registration, and Aikapa Wealth Planning & Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Edi charge for financial advice?

Edi charges a flat fee or retainer.

### Where is Edi Alvarez based?

Edi Alvarez is based in Corte Madera, California.

### What does Edi specialize in?

Edi's specialties include small business owners and founders (pre-exit). Edi works with founders and pre-retirees.

### What credentials does Edi Alvarez hold?

Edi Alvarez holds the CFP credential.

### Is Edi Alvarez registered with the SEC?

Yes. Edi Alvarez is registered as an investment adviser representative in CA and LA (CRD 5411952), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aikapa Wealth Planning & Management manage?

Aikapa Wealth Planning & Management reports $44.3M across 136 accounts in assets under management.

### How do I contact Edi Alvarez?

Through Edi's website, www.aikapa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5411952): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://aikapa.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.