Aegis Financial Advisory | Fee-Only Financial Planning

Client-Centered Planning for Life

  • Home
  • Services
    • Services
    • Financial Planning
    • Investment Management
    • Fees
    • Investment Approach
    • DFA and Aegis Financial Advisory
  • About
    • About Us
    • Frequently Asked Questions
    • Our Process
  • Resources
    • Resources
    • AFA In The Media
    • DFA and Aegis Financial Advisory
  • Blog
  • Contact Us
(408) 689-8211 · (503) 290-1089

Linn Energy Looks to Ease Tax Hit on Investors

March 9, 2016 By aegis

Master limited partnership is exploring a change to corporate structure that could shield investors from the fallout of a likely debt restructuring The Wall Street Journal | Liz Hoffman, Matt Jarzemsky and Laura Saunders| March 9, 2016 For some … [Read more...]

Filed Under: investing, Media Mentions, tax, Uncategorized

Ted Cruz Is Making One Texas-Sized Investing Mistake

March 1, 2016 By aegis

Kerri Anne Renzulli |Time.com | March 01, 2016 You might be making it too. This is part of an occasional series of articles looking at the presidential candidates’ own finances. The first examined Jeb Bush’s portfolio. Republican … [Read more...]

Filed Under: investing, Media Mentions

The Big, Costly Investing Mistakes That Jeb Bush Is Making

February 20, 2016 By aegis

Kerri Anne Renzulli | Time.com | February 19, 2016 Too many funds, too little clarity, and too high fees. This is the first of an occasional series of articles looking at the presidential candidates’ own finances. It was published the day … [Read more...]

Filed Under: active investing, asset allocation, index funds, investing, Media Mentions

In Investing, Winning Means Being Average

March 25, 2015 By aegis

Wednesday, March 24, 2015 | Joe Alfonso, GoLocalPDX Contributor There is a long-running debate regarding whether it is possible for an investor to outperform the broader stock market consistently over time. There are those who believe that there … [Read more...]

Filed Under: active investing, investing, passive investing

How to Behave in the Face of Stock Market Volatility

January 7, 2015 By aegis

How to Behave in the Face of Stock Market Volatility

Wednesday, January 07, 2015 | Joe Alfonso, GoLocalPDX Contributor The stock market, both in the US and abroad, has been turbulent again of late. On Monday, January 5, the Dow Jones Index dropped over 130 points, or 0.75%, and yesterday, January … [Read more...]

Filed Under: investing, volatility

Next Page »

Client Center


Use the links below to
access your accounts. TD AMERITRADE SHAREFILE eMONEY
      National Association of Personal Financial Advisors    Certified Financial Planner Board of Standards

 

Aegis Financial Advisory, LLC

California Office
19925 Stevens Creek Blvd.
Suite 100
Cupertino, CA 95014
(408) 689-8211

 

Oregon Office
5200 SW Meadows Road
Suite 150
Lake Oswego, OR 97035
(503) 290-1089

Follow Us

Resources

Terms of Use
Privacy Policy
About the CFP Logo

Copyright © 2009-2019 · All Rights Reserved

A fee-only advisor is someone who is compensated solely by the client with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product. As a result, fee-only advisors avoid the conflicts of interest which could arise if they received compensation for the products and services they recommend. Simply put, fee-only advisors work solely for their clients and only make recommendations that are in their client’s best interests.

A fee-only approach contrasts with the typical brokerage firm compensation structure which relies on commissions and transaction-related fees. Essentially, these firms receive 3rd party compensation for selling investment and insurance related products. Recently, some firms have begun using the term “fee-based” to try to distance themselves from the conflicts inherent in a commission model. Unlike fee-only advisors who never receive commissions or 3rd party compensation of any kind, fee-based advisors continue to receive 3rd party compensation in addition to receiving some fees directly from clients.

We do not believe that either a pure commission or a hybrid compensation model is capable of delivering unbiased advice to clients. We therefore adhere to a fee-only approach and believe it is the best way to ensure that we carry out our duty of undivided loyalty to our clients. Our membership in NAPFA, the national trade organization of fee-only financial advisors, is further evidence of our commitment to the fiduciary standard of care.

The logo for the firm is based on the image of the Aegis from Greek mythology. The Aegis was the shield of Zeus, fashioned for him by Hephaestus. The word aegis has entered modern English to mean protection or security.

Our goal is to be a trusted advisor, guide and educator for our clients as they endeavor to realize their most cherished life goals and objectives. We always place client’s interests first and work hard to ensure that the recommendations we make truly reflect their core goals and personal values. We also endeavor to be a strong advocate for our clients and guide them successfully through the many life transitions we all experience.

Given our client-centric focus and commitment to placing client’s interests first, we believe the Aegis is a fitting symbol and this is the reason it comprises the central element of the logo for the firm.