Ego Death Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
EgoDeath Financial LLC provides personalized investment and portfolio management, financial planning, and consultation services to individuals, high‑net‑worth clients, and small businesses. The firm is newly established and conducts client interactions remotely, tailoring strategies to each client’s goals, risk tolerance, and investment preferences.
The firm combines fundamental and technical analysis to pursue long‑term growth through diversified equities, fixed‑income allocations, and targeted Bitcoin exposure, with investment programs implemented on a discretionary basis and periodic account reviews. It also offers consulting engagements billed on an hourly or fixed‑fee basis and documents risks and strategy choices in client agreements.
Distinctive features noted in the brochure include an explicit focus on Bitcoin alongside traditional assets and a practice of recommending specialized Bitcoin custodians (for example, River Financial and Onramp Bitcoin), with referral compensation from those custodians disclosed to clients. The firm’s brochure also highlights the principal’s prior experience providing insurance‑integrated financial planning and its written compliance policies, including a code of ethics and pre‑approval/monitoring of personal trades.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Active portfolio management
Fee options
Flat fees ranging from $200 to $2,160 for specific projects or retainer agreements, agreed upon in advance
0.5% to 1.5% annually (negotiable based on account size and complexity)
$100-$180 per hour for consulting services such as financial planning/advice/consultation without ongoing management
Account minimum: No minimum stated, but a minimum account size may be established as the firm grows with notice to clients. Fee-only: Hourly fees $100-$180 per hour; Fixed fees $200-$2,160 per project or retainer
Main office location
Ego Death Financial LLC
Albuquerque NM, United States
Number of offices
1
Most active in
Ego Death Financial LLC has reported serving >5 clients in these states in the last 12 months.
New Mexico
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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
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