Advisor at AESOP ADVISOR, LLC
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Jonathon Oden is a financial advisor at AESOP ADVISOR, LLC in Denton, TX, holding a Series 65 designation with six years of industry experience. He has been with AESOP ADVISOR since 2019 and also maintains a professional role as a certified music therapist and educator through Oden Music Therapy. AESOP ADVISOR serves individual investors with fee-only portfolio management and financial planning, primarily using exchange-traded funds. The firm employs a long-term, passive investment approach with broad diversification and accommodates client-specific constraints, while providing educational publications and client webinars.
Based on AESOP ADVISOR, LLC
Aesop Compass services: $245 initial annual fee billed in advance; $95 annual renewal fee billed in advance
$0 - $5,000: Flat annual fee of $50.00 $5,000+: 1.00% annually
Minimum fee: Minimum annual fee of $50.00 for Navigator service Fee-only: Advisory fees only, no commissions or other compensation received by firm
Denton, TX
Texas
AESOP ADVISOR, LLC
2019 - Present (7 years)
Oden Music Therapy
2008 - Present (18 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
Verified by Warmer
CFP®, Series 66
Northlake, TX
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