Ego Death Financial LLC fees and pricing
Financial planner in Albuquerque, New Mexico. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2025, Ego Death Financial LLC charges a flat or project fee of $200-$2,160 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2025. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $200-$2,160
“For specific projects or retainer agreements, we charge a flat fee of $200–$2,160, agreed upon in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ego Death Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are deducted directly from client accounts where applicable or invoiced separately for non-managed services.”
How Ego Death Financial LLC’s fees compare
- Its flat or project fee of $200-$2,160 is below the New Mexico median of $4,000. 13% of the 16 other New Mexico planners that publish a flat or project fee charge less.
- 1 of the 10 other planners in Albuquerque that publish a flat or project fee charge less.
About Ego Death Financial LLC
“Ego Death Financial LLC is committed to providing personalized investment and portfolio management, including Bitcoin and other assets, along with consultation and financial planning services to individuals, high net-worth individuals, and small businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Business owners
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
- 1.5% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, newsletters and publications, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335569
- Phone
- (505) 456-0390
Other planners in Albuquerque that publish fees
- Be Brave Not Broke LLCAlbuquerque$300/hr
- Drucker, David J. Dba Sunset Financial ManagementAlbuquerque$5,000
- Financial Design & ResearchAlbuquerque$300-$600/hr, $3,000
- Hanseatic Management Services IncAlbuquerque$400/hr, $3,000
- Intentional Finance, LLCAlbuquerque$500/hr, Up to $20,000
- Jackson & Associates, Inc.Albuquerque$300/hr, $5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.