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1-940-268-4161 | Click to schedule virtual meeting | jonathon@aesopadvisor.com
Aesop Advisor focuses on long-term, diversified investing and cash-flow planning as tools for building wealth.
With our Navigator service, we manage a personalized retirement investment portfolio for you. We offer accounts including Roth IRAs and rollovers. Our Compass financial planning service is available as part of our Navigator service, or as a stand-alone service.
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Services
Navigator
With our Navigator service, we manage investments for you by building personalized investment portfolios to reflect your individual values and goals. We offer Roth IRAs and rollovers so you can take advantage of a broad selection of investments. We take a long-term approach and target broad-based diversification. Our Compass financial planning service, included with our Navigator investment management service, provides recommendations about how much to invest, as well as overall cash-flow planning.
Compass
Our Compass financial advisement service includes a written plan with recommendations for cash-flow planning, savings, debt management, and investments.
No Limits
No account minimums so anyone can start now.
Tailored Fit
Personalized portfolios and guidance to match your values and help you reach your goals.
No Hidden Fees
No commission-based fees puts your interests first.*
Not sure which plan?
We recommend starting with Compass. After receiving your written financial plan, if you decide to then become a Navigator client, Compass balances can be transferred to Navigator fees. Click here for more details about switching from our Compass financial advisement service to our Navigator investment management service.
Click to answer a couple questions to help decide if Aesop might be a good fit for you. (No submission required)
Investment Options
Learn about investment options based on your financial situation.
Advisor FAQs
Questions to ask us or any investment professional.
Investment Accounts
Learn about what kind of investment account may be best for you.
Click to view our fees.
Click to answer a couple questions to help decide if Aesop might be a good fit for you. (No submission required)
Click for more about investment account types and which may be good for you.
Click to learn more about investment options based on your circumstances.
Click for more about our account custodians/brokerages.
Click for frequently asked investment questions.
*Aesop does not receive compensation from commissions or transaction fees. Fees may be charged by brokers or by funds. Aesop Advisor does not receive compensation from these fees.