Edi Alvarez
Aikapa Wealth Planning & Management · Corte Madera, California
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).
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Specialties
Who they serve
- Founders
- Pre-retirees
Facts
| Firm | Aikapa Wealth Planning & Management |
|---|---|
| Based in | Corte Madera, California |
| Fee model | Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $44.3M across 136 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, LA · CRD 5411952 |
| Exams passed | Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.aikapa.com |
| Profile |
How Edi's firm compares
- Aikapa Wealth Planning & Management's average account is about $326,000, from its Form ADV (assets managed divided by 136 accounts).
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Questions about Edi
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Aikapa Wealth Planning & Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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