Joe Alfonso, CFP®, ChFC, EA, RICP, Rssa®
Aegis Financial Advisory · Lake Oswego, Oregon
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Credentials | CFP · ChFC · EA · RICP · TPCP |
| Firm size | 1 employee |
| Website | aegisadvisory.com |
| Profile |
How Joe Alfonso, CFP®, ChFC, EA, RICP,'s firm compares
- Ongoing planning starts at $6,000 a year, above the Oregon median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $500, below the Oregon median of $2,500 for fee-only firms that publish prices.
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Tell Joe Alfonso, CFP®, ChFC, EA, RICP, a little about what you're looking for. Joe Alfonso, CFP®, ChFC, EA, RICP, isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joe Alfonso, CFP®, ChFC, EA, RICP,
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Aegis Financial Advisory 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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