Aegis Wealth Advisors. LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aegis Wealth Advisors provides discretionary portfolio management and financial planning to individual investors and a range of institutional clients, advising on retirement planning, estate matters, college funding, cash flow, and related topics. The firm manages approximately $30 million for about 67 clients and typically bills advisory services as a percentage of assets while offering separate, negotiated planning engagements when requested.
The firm follows an academically based, long-term investment philosophy that emphasizes broad diversification, strategic asset allocation, and passive, structured portfolios implemented primarily with institutional mutual funds (notably Dimensional Fund Advisors). Portfolios are built around target allocations that reflect clients’ objectives and risk profiles, are reviewed at least quarterly for rebalancing, and generally avoid market timing or performance‑based fee arrangements.
Distinctive features include a small, owner‑managed structure with a single supervising principal and two registered advisers, and the principal’s concurrent licensure as an insurance agent, which means clients may occasionally be offered commissionable insurance products. The firm also delegates account administration and back‑office services to a third‑party administrator (FPAS) and discloses that clients retain responsibility for proxy voting.
Client services
Expertise
Fee options
Financial planning fees may also be negotiated flat fees; minimum first year fee generally $2,500.
$0 - $200,000: 2.00% annually $200,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
Insurance products sold by managing partner pay commissions; clients are not required to purchase.
Financial planning fees may be based on hourly rate of $200 per hour.
Fee-only: Fee-only investment management services; no commissions on advisory fees.
Main office
1208 State Road 83
Hartland WI 53029-8313
Advisors at this office
2
Most active in
Wisconsin
Also doing business as
Aegis Wealth Advisors, LLC · Aegis Wealth Advisors. LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Timothy S
Series 63, Series 65
Hartland, WI
Aegis Wealth Advisors. LLC
Timothy Stasinoulias is a financial advisor with Aegis Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Aegis Wealth Advisors since 2005 and previously at Intervest International, Inc. He also engages in prepaid legal services, providing marketing and sales support to companies and individuals. Aegis Wealth Advisors offers discretionary portfolio management and financial planning to individual and institutional clients, focusing on retirement planning, estate matters, college funding, and cash flow. The firm follows an academically based, long-term investment approach emphasizing broad diversification and strategic asset allocation, primarily utilizing institutional mutual funds.
Bryan D
Series 65
Hartland, WI
Aegis Wealth Advisors. LLC
Bryan Douglas is a financial advisor with Aegis Wealth Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to his current role, he worked in various positions including bookkeeper and sales roles across several companies. Outside of advising, he is involved in a clothing decorating business where he manages bookkeeping tasks. Aegis Wealth Advisors provides discretionary portfolio management and financial planning services to individual and institutional clients, focusing on retirement, estate, and college funding planning. The firm employs a long-term, academically based investment approach centered on broad diversification and strategic asset allocation using primarily institutional mutual funds.
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