Aesop | Commonly Pronounced EE-sop
Aesop Advisor LLC is named after the perhaps legendary ancient Greek author of Aesop’s Fables, including “The Tortoise and the Hare".
What We Are:
Aesop Advisor LLC is a registered investment advisor (RIA). An RIA provides advice about investments in securities. RIA firms are required to maintain registration with the U.S. Securities and Exchange Commission (SEC) and state securities authorities. More information about investment advisors is available from the SEC and the Financial Industry Regulatory Authority (FINRA).
What We Do:
Aesop Advisor LLC provides financial advice to individuals and households. We provide a written financial plan that includes recommendations for management of savings, debt, spending, and investments. Aesop Advisor LLC focuses on long-term investing for retirement purposes.
How We Differ from Brokers:
Many investment advisors are also registered as brokers, though they are not the same. Brokerage services include clearing transactions such as the buying and selling of stocks. Brokerage firms can also act as custodians, providing investment accounts for holding client securities, similar to how a bank provides accounts for holding cash. Aesop Advisor LLC earns fees from providing financial planning advice, and does not provide brokerage services or earn fees from brokerage services. As a registered investment advisor, Aesop Advisor LLC is required to act as a fiduciary. This means the firm has a fundamental obligation to act in the best interests of clients and to provide investment advice in clients’ best interests.
How We Differ from Tax Professionals:
Accountants need to also be registered as an investment advisor to provide investment advisement services. Aesop Advisor LLC does not provide accounting or tax services.
How We Differ from Hedge Funds:
Aesop Advisor LLC may differ from hedge funds in investment strategy. Hedge funds may use a variety of active management strategies, including frequent selling, short-selling, or the use of derivatives. Aesop Advisor LLC focuses on a passive investing approach that does not typically include the use of frequent selling, short-selling, or derivatives as part of a retirement-focused investment strategy.
How We Differ from Robo-Advisors:
Stand-alone robo-advisor services may not include communication with a person.
Aesop Advisor seeks to enhance access, trust, and effectiveness of financial services.
Aesop Advisor provides accessible financial services with the highest ethical standards.
Jonathon Ray Oden founded Aesop Advisor LLC with the view that financial services should be accessible to everyone. Jonathon has a FINRA Series 65 license and an MBA from Texas Woman’s University. Jonathon has also worked with persons with neurodiversities as a board-certified music therapist since 2005, and is the author of "A Descriptive Analysis of Music Therapy Employment from 2013 to 2019" (2020), and “The Use of Guitar in Music Therapy” (2013). He has also produced original music as Jonny Ray, and his projects include “Six String Theory” (2019) and “7 Tablets of Creation” (2015).