Eric Aragon
Advisor at Aragon Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Eric Aragon is a financial advisor with Aragon Advisors in Corona, CA, holding a Series 65 designation and four years of industry experience. He has worked at Cambridge Investment Research Advisors and operates an accounting firm, Aragon Accounting Corp, where he is the founder and a CPA. In addition to his advisory work, he is active in accounting services. Aragon Advisors serves individuals, high-net-worth clients, business owners, and entities, providing investment advisory and financial planning services, including retirement-plan consulting. The firm integrates investment advice with affiliated accounting and insurance services, managing most assets on a non-discretionary basis and emphasizing ERISA 3(21) fiduciary support for plan sponsors.
Expertise
Based on Aragon Advisors
General retirement planning
Tax strategies for small businesses
Wealth management
Cash flow / budgeting
Long-term care insurance
Fee options
Financial planning fixed fees between $4,000 - $10,000.
$0 - $5,000,000: 1.0% annually $5,000,0001 - $10,000,000: 0.70% annually Over $10,000,000+: Negotiable
Financial planning fee hourly rate: $250/hour for pro-rata refunds if terminated early.
Fee-only: Asset management fees are charged quarterly in advance; financial planning fees are fixed fees paid directly to the firm.
Location
1100 Olympic Dr, Suite 104
Corona, CA 92881
Most active in
Eric A has reported serving >5 clients in these states in the last 12 months.
California · Louisiana · Texas
Work history
Eric Aragon Sole Proprietor
2023 - Present (3 years)
Aragon Asset Management, LLC
2021 - Present (5 years)
Eric Aragon Sole Proprietor
2021 - 2023 (2 years)
Cambridge Investment Research Advisors, Inc
2020 - 2021 (1 year)
Aragon Accounting Corp
2019 - Present (7 years)
AMN Media, Inc. dba REVShare
2011 - 2019 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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