A complete list of active advisors currently associated with Ego Death Financial LLC
Warmer can help you find a great advisor at Ego Death Financial LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Ego Death Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Albuquerque, NM
| 2
|
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.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")