A
Aragon Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$110,620
Total clients
11
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$10,056
About
Aragon Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners and entities, and offers retirement-plan consulting for qualified plans. Its services include both discretionary and non-discretionary portfolio management as well as fixed-fee financial plans and ERISA 3(21) fiduciary support for plan sponsors.
The firm tailors investment strategies to each client’s goals, time horizon and risk tolerance, using fundamental and cyclical analysis and implementing portfolios according to documented objectives. For non-discretionary accounts the adviser obtains prior client approval for each trade, financial plans are typically delivered within 60 days, and ERISA services include investment policy development, periodic monitoring and participant education (with certain asset types excluded).
What is distinctive is the firm’s integration with an affiliated accounting practice and a licensed insurance agent role, through which it offers tax and insurance services alongside investment advice while disclosing and mitigating related conflicts of interest. The firm also manages a majority of its assets on a non-discretionary basis and emphasizes pension consulting (3(21) plan services), reflecting a small, cross-disciplinary boutique model in which the principal reports devoting the bulk of time to the accounting practice and a smaller portion to insurance activities.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Tax strategies for small businesses
Wealth management
Cash flow / budgeting
Long-term care insurance
Occupation focus
Founder/Business Owner
Retired
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.
Main office location
Aragon Advisors
1100 Olympic Dr, Suite 104
Corona CA 92881, United States
Number of offices
1
Most active in
Aragon Advisors has reported serving >5 clients in these states in the last 12 months.
California · Louisiana · Texas
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
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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