Ego Death Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Albuquerque NM
Advisors at this office
1
Most active in
New Mexico
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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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.
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
© 2026 Warmer Holdings Inc. (“Warmer”)