A complete list of active advisors currently associated with Aragon Advisors

Warmer can help you find a great advisor at Aragon Advisors or one who fits your needs even better.

Aragon Advisors provides discretionary and non‑discretionary asset management, financial planning, and retirement‑plan consulting to individuals, high‑net‑worth individuals, business owners and business entities. The firm reported about $110,620 in assets under management across 11 client relationships as of year‑end 2025 and may serve as a limited‑scope ERISA 3(21) advisor for qualified retirement plans. Investment strategies are tailored to each client’s goals, time horizon and risk tolerance and rely on fundamental and cyclical analysis to inform security selection, asset allocation, monitoring and periodic rebalancing; account reviews are performed at least quarterly and may consider tax‑loss harvesting opportunities. The firm offers both discretionary and non‑discretionary engagements and documents client objectives through profile forms and an investment policy statement when applicable. What distinguishes the firm from many small independent advisors is the principal’s affiliated outside businesses: an accounting practice (the principal reports spending approximately 90% of his time on accounting activities) and an insurance agency (approximately 5% of time), through which tax and insurance services are offered and disclosed as potential conflicts of interest with mitigation procedures and fiduciary obligations. The combination of ERISA 3(21) plan services alongside these affiliated tax and insurance activities is atypical for a single‑advisor independent firm.

To learn more about the advisors currently working at Aragon Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Eric Aragon	Corona, CA	5

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support