# Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa®

> Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® is a fee-only financial advisor at Aegis Financial Advisory in Lake Oswego, Oregon, who holds the CFP, ChFC and EA credentials. Joe Alfonso, CFP®, ChFC, EA, RICP, charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $6,000 a year and one-time plans from $500) and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/joe-alfonso-cfp-chfc-ea-ricp-rssa/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Aegis Financial Advisory
- **Based in:** Lake Oswego, Oregon
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $6,000 a year; one-time plans from $500
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, ChFC, EA, RICP, TPCP
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Pre-retirees, Retirees
- **Firm size:** 1 employee
- **Website:** http://aegisadvisory.com

## Frequently asked questions

### Is Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® a fee-only financial advisor?

Yes. Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Joe Alfonso, CFP®, ChFC, EA, RICP, charge for financial advice?

Joe Alfonso, CFP®, ChFC, EA, RICP, charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Joe Alfonso, CFP®, ChFC, EA, RICP, charge?

According to Aegis Financial Advisory's website, checked October 28, 2026: ongoing planning from $6,000 a year; one-time plans from $500.

### Where is Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® based?

Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® is based in Lake Oswego, Oregon.

### What does Joe Alfonso, CFP®, ChFC, EA, RICP, specialize in?

Joe Alfonso, CFP®, ChFC, EA, RICP,'s specialties include retirement planning and tax planning. Joe Alfonso, CFP®, ChFC, EA, RICP, works with pre-retirees and retirees.

### What credentials does Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® hold?

Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa® holds the CFP, ChFC, EA, RICP and TPCP credentials.

### How do I contact Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa®?

Through Joe Alfonso, CFP®, ChFC, EA, RICP,'s website, aegisadvisory.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/joe-alfonso,-cfp®,-chfc,-ea,-ricp,-rssa®-10378): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.aegisadvisory.com/): specialties, clients served, and fees, checked October 28, 2026

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