Firm
Aegis Financial Advisory
Cupertino, California
Fee-only
Aegis Financial Advisory at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee.
- Its ongoing planning fee starts at $6,000 a year, in line with the California median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Cupertino, California |
|---|---|
| Website | aegisadvisory.com |
| [email protected] | |
| Phone | (408) 689-8211 |
Aegis Financial Advisory fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| One-time plan | From $500 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Under $1.5M $1,500 $6,000" source
"The fee for our Social Security Planning Review is $500." source
"The annual fee for clients whose net worth is $2.5M or greater begins at $10,000." source
"This fee is fixed for up to two years and is based on your net worth" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | June 19, 2026 |
| SEC record | CRD 137602 |