Aegis Financial Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Charges for services performed on this basis are subject to a rate of $250 per hour.  Social Security Planning Review:”

Flat or project fee

$500

“$500 payable in advance.  Retirement Plan Consulting:”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Aegis Financial Advisory bills

Payment and refund terms, quoted from the fee section of the brochure.

• “In no case will any fee be prepaid six or more months in advance.”
• “Advisory agreement may be voluntarily terminated upon 30 days written notice and the unused portion of any prepaid fee shall be refunded on a pro-rata basis.”

How Aegis Financial Advisory’s fees compare

• Its hourly rate of $250 matches the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
• 1 of the 11 other planners in Lake Oswego that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Oregon median of $4,000. 3% of the 92 other Oregon planners that publish a flat or project fee charge less.
• None of the 10 other planners in Lake Oswego that publish a flat or project fee charge less.

About Aegis Financial Advisory

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Social Security
• Insurance analysis
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning, newsletters and publications, educational seminars and workshops, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

137602

Website

aegisadvisory.com (opens in new tab)

Phone

(503) 290-1089

Can advise clients in 2 states: California, Oregon

Other planners in Lake Oswego that publish fees

• Aerodigm Wealth LLCLake Oswego$225⁠-⁠$355/hr
• Cascara Financial Planning LLCLake Oswego$275/hr, $1,500
• Cedar Mountain Advisors, LLCLake Oswego$300/hr, $500/yr
• Foster & Wood, Inc.Lake Oswego$4,000⁠-⁠$100,000
• Greenbridge Investment Management, LLCLake Oswego$175/hr, $1,000⁠-⁠$5,000
• Handy & Company Financial Advisors, Inc.Lake Oswego$250/hr, $1,500⁠-⁠$5,000

Compare all 26 planners in Lake Oswego