Ego Death Financial

What sets us apart

Redefining Wealth with Bitcoin’s Edge

At Ego Death Financial, we’re not your average financial guide. While others fear Bitcoin’s wild swings, we see them as a powerful tool to amplify your wealth. Here’s what makes us financial planning advice different:

We harness Bitcoin’s dynamic energy to boost your portfolio, turning unpredictability into a strength—something traditional advisors shy away from.
No generic plans here. We dig into your goals—whether it’s growth, stability, income or a mix—your risk tolerance, and your timeline to craft an approach that fits you.
Ego Death isn’t just a name—it’s our philosophy. We help you let go of outdated investing fears, uncertainties, and doubts blending Bitcoin’s potential with timeless strategies for real results.

Our mission to you

At Ego Death Financial, we empower you to break free from a failing and very broken system. Our mission is to forge unshakable wealth through Bitcoin and bold financial strategies, that embrace the future and innovation so our clients can be on the right side of history—your shield against chaos, your stake in tomorrow. With fiduciary heart and fearless vision, we guide you to rise above, reclaim control, and thrive.

Our philosophy, principle, conviction & dedication

Bitcoin is a cornerstone of our advisory practice in Albuquerque, NM. We weave its philosophies, lessons, and teachings into everything we do.

Our mission is to guide individuals, families, and businesses through financial ego death, transitioning to a world where fixing the money fixes the world. Bitcoin is hope.

Disclosures – Ego Death Financial LLCRIA Status
Ego Death Financial LLC is a solo Registered Investment Adviser (RIA) with the New Mexico Securities Division (CRD# 335569) under NMSA 58-13C. Registration does not imply skill or endorsement.

Services
We offer financial planning, investment management, and Bitcoin-only (BTC) consultation:

Management/Advise/Consulting: Traditional assets (stocks, bonds, funds, ETFs, alternatives) and Bitcoin.
Education: Bitcoin’s role; risks and features.
Planning: Insurance analysis and sales (disability, life, long-term care, annuities; NPN# 19763693) and legacy strategies.
We act discretionarily or non-discretionarily per your agreement, managing traditional assets quarterly or during trends. No lending services: we recommend custodians.

Custody
We don’t custody assets. Clients use River Financial, Onramp Bitcoin, Altruist, or Charles Schwab. Fees

AUM: 0.25%–1.25% annually, billed quarterly.
Hourly: $120-$180
Retainer: $2,160 - $$3,600 for access of advice for 4, 8, 12, 18 - months negotiated per your needs.
Alternative Investments: Extra fees may apply based on time, disclosed upfront.
Fees may change with 30 days’ notice. See Form ADV Part 2A at adviserinfo.sec.gov.

Cancellation
Terminate with written notice with 30 days written notice; $50 fee applies. Unearned prepaid fees refunded pro-Rata.

Referrals
Referral links to River Financial, Onramp Bitcoin, Ledger, Crypto.com, and Gemini offer $50–$100 bonuses to Ego Death Financial and you—a conflict of interest to consider.

Discretionary Authority
We may trade traditional assets in discretionary accounts without consent, based on quarterly reviews or trends. Bitcoin trades require your explicit direction. Conflicts

Bitcoin focus may limit diversification.
Referral bonuses may bias recommendations.
Discretionary trades exclude Bitcoin unless directed.
AUM fees may favor larger portfolios.
We may advise on alternative investments we participate in, a potential conflict disclosed upfront.
Insurance commissions may incentivize recommendations; disclosed upfront.

Risks
Bitcoin: volatility, legal/tax uncertainty (consult professionals), cyber risks, no FDIC/SIPC. Traditional assets: market, liquidity risks. Past performance isn’t predictive. Oversight
New Mexico Securities Division (505-476-4580). Verify us at adviserinfo.sec.gov. $10,000 net worth maintained (NMAC 12.11.5.23(C)).Disciplinary
No legal or disciplinary actions as of February 27, 2025.Limits
No tax, legal, or accounting advice. No guarantees of investment results. We’re not liable for client omissions affecting advice.

Client Duty
Provide accurate info; omissions are your responsibility.

Contact
Alexander Roberts
alexander.roberts@egodeathfinancial.com

+1(505) 456-0390 Updated: February 27, 2025