Joseph Alfonso is a CFP, ChFC-designated registered investment advisor at Aegis Financial Advisory, based in Lake Oswego, OR, with 20 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more.
Compensation
Firm Size
IM Fee
Fee Structure
Aegis Financial Advisory charges an ongoing flat annual fee based on total net worth, which covers comprehensive financial planning, retirement strategy, tax planning, and investment advice:
- Under $1.5M — $6,000 per year ($1,500 quarterly)
- $1.5M to $2M — $8,000 per year ($2,000 quarterly)
- $2M to $5M — $9,000 to $14,000 per year depending on net worth tiers
- $5M to $9M — $15,000 to $18,000 per year depending on net worth tiers
- Over $9M — 0.2% of net worth per year, starting at $18,000+
Fees are fixed for up to two years and are billed in advance.
- Social Security Planning Review — $500 as a one-time flat fee to analyze claiming options and optimal strategies.
- Hourly consulting — $250 per hour for specific financial questions or projects.
Contact
Joseph Alfonso
Location
5200 Meadows Rd, Suite 150, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Aegis Financial Advisory
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Financial planning is a constantly changing process, not a one time event. My approach reflects this and is comprehensive and ongoing. All of my work with you will be centered on your priorities, not mine, and our success will be measured by how well you achieve and maintain the life you deserve.
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