Aragon Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“If the Client cancels after five (5) business days, any unearned fees will be refunded to the Client - 4- Should the client terminate the advisory agreement with Aragon before the finalized financial plan is delivered, they will be entitled to a pro-rata refund of the fee paid, based on how many hours of work…”

Flat or project fee

$4,000⁠-⁠$10,000

“Services are offered based on a flat fee between $4,000 - $10,000.”

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

How Aragon Advisors bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The annual fee is negotiable and may be charged as a percentage of the Included Assets.”

How Aragon Advisors’ fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• None of the 3 other planners in Corona that publish an hourly rate charge less.
• Its flat or project fee of $4,000-$10,000 spans the California median of $5,000. 70% of the 796 other California planners that publish a flat or project fee charge less.

About Aragon Advisors

• Principal: Eric Aragon
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2021 (5 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

11

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$110,620

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

317462

Phone

(951) 582-2111

Can advise clients in 3 states: California, Louisiana, Texas

Other planners in Corona that publish fees

• Attivo Legacy Advisors, LLCCorona$250/hr
• Financial Equations Advisors, Inc.Corona$500⁠-⁠$3,000
• Palo Seco Wealth ManagementCorona$250⁠-⁠$450/hr, $800/yr
• Safeguard Investment Advisory Group, LLCCorona$250⁠-⁠$350/hr

Compare all 6 planners in Corona