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    • Home
    • About
    • Bitcoin
    • Traditional Investments
    • Insurance Workshop
    • Services
    • The Rabbit Hole
    • Disclosures

Ego Death Financial llc.

Ego Death Financial llc.Ego Death Financial llc.Ego Death Financial llc.

Ego Death Financial llc.

Ego Death Financial llc.Ego Death Financial llc.Ego Death Financial llc.
  • Home
  • About
  • Bitcoin
  • Traditional Investments
  • Insurance Workshop
  • Services
  • The Rabbit Hole
  • Disclosures

Let's get you started on your interstellar journey

Services

Ego Death Starts Here

 Ready to rethink wealth? Join Alexander Roberts, the mind behind Ego Death Financial LLC, for a 15-minute dive into our Bitcoin-powered strategies. Ask anything, spark ideas, and ignite your financial future—book it now!  


(FREE.)

(pt.2) Ego Death Discovery Journey

 Wondering if we’re a fit? Grab a free 30-minute call with Alexander Roberts to explore Ego Death Financial LLC’s Bitcoin-powered approach. We’ll chat goals, test my style against your needs, and figure out what’s next—no pressure, just purpose.  


(FREE.)

Consultation

 We specialize in personalized financial consultation, helping individuals and businesses achieve their goals through smart budgeting, strategic investing, and a comprehensive insurance planning approach to help plan for life's uncertainties. Whether you’re preparing for retirement, managing debt, or growing your wealth, our experienced advisors deliver tailored solutions to secure your financial future. Explore our services and take the first step toward financial confidence today!

Bitcoin Bundle:

 Our "Bitcoin Bundle" tailors a 1:1 relationship to your goals, offering mentorship, guidance, and 24/7 support for up to 24 months. It includes 'Simply Bitcoin' for education and focuses on your priorities from these categories:   

-Self-Custody: Learn to secure your Bitcoin with all the essentials.   

-Investment Strategies: Deep dive into your goals with data-driven solutions.   

-Tax Optimization: Stay IRS-compliant with current laws and best practices.   

-Inheritance Planning: Plan your Bitcoin estate to avoid probate or loss (with your lawyer or our partners).   

-Businesses for Bitcoin: Adopt Bitcoin as a business owner and secure it in your treasury reserves. 

Pick what matters—we’ll deliver. 

Simply Bitcoin!

 Join Alexander Roberts for a 5-hour, 1 day a week dive into Bitcoin’s edge as money, property, savings, game theory, and soft war ($50/hour). This fun, first-principles crash course equips you, your family, friends, or business partners with a rock-solid Bitcoin foundation. Spark lively debates and build conviction—welcome to Bitcoin’s social layer!  

A well-written detailed report and illustrations will be provided after every session per topic of discussed.


(Maximum class capacity seats, 5.) 

Traditional Finance: Boot camp

 Learn how to optimize your personal finances for the best long-term results and discipline building: Budgeting and Cashflow, Saving and Emergency Funds, Debt Management, Investing Basics, Credit and Credit Scores, Retirement Planning, and how you can supplement your work benefits plan.


(Maximum class capacity seats, 20.) 

Book now


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 

  • 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   


Ego Death FInancial LLC

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