Aspen Wealth Management

Financial Advisor in Westlake, TX

Firm Info
Address: 1110 Kimball Ave Suite 120, Southlake, TX 76092, USA
Phone: (817) 546-6353

Firm Size
Assets Under Management: $292.2 million
# of Advisors: 5
# of Clients: 680
Client to Advisor Ratio: 136:1
Average Account Size: $429,725
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

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Aspen Wealth Management Overview

Aspen Wealth Management is an investment advisory firm based in Fort Worth, TX. Founded in 2018, the firm operates under a fee-only structure, meaning that clients are charged for advisory services only and not for any financial products sold. They offer investment advice only, specializing in financial planning and portfolio management for individuals and small businesses. Additionally, Aspen Wealth Management offers pension consulting services to help businesses manage and maintain their retirement plans. The team at Aspen Wealth Management has a passion for helping individuals and businesses achieve their financial goals. They work closely with each client to understand their unique financial situation, and use their expertise to create personalized financial plans and investment strategies. With a focus on long-term success, their portfolio management services are designed to optimize investment returns and minimize risk. In addition to their investment advisory services, Aspen Wealth Management also provides consulting services to businesses in need of financial guidance. Their experienced consultants offer a range of services, including financial analysis and reporting, budgeting and forecasting, resource allocation and cost management. Overall, Aspen Wealth Management is committed to providing comprehensive financial advice and support to help clients reach their financial goals.

billing fixed fee ASPEN WEALTH MANAGEMENT is a highly respected financial services firm that specializes in serving a myriad of client types. The firm caters to a diverse clientele that ranges from individuals to high net worth individuals, pension or profit sharing plans, and charitable organizations. Regardless of the client's stature, ASPEN WEALTH MANAGEMENT's team of financial experts provides each with personalized, sound advice that helps move them towards their unique financial goals. ASPEN WEALTH MANAGEMENT provides its clients with several fee structures to choose from, depending on the service provided. Clients can opt for a percentage of assets under management (AUM) fee structure, or hourly billing when there is a need for financial advice or consultation. Alternatively, they can select a fixed fee arrangement when it comes to specific services such as estate planning, tax planning, or wealth management. With these varying payment options, clients have the flexibility to select a pricing plan that suits their needs. Overall, ASPEN WEALTH MANAGEMENT's commitment to providing its clients with exceptional service and a variety of fee structures makes them a leader in the financial services industry.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Aspen Wealth Management states that they do not require a minimum account size for clients to obtain their advisory services. Therefore, the firm does not have an investment minimum.

How This Office Can Help Westlake, TX Residents

Aspen Wealth Management is dedicated to providing comprehensive financial planning solutions to clients residing in Westlake, TX. Our team of highly experienced professionals is committed to helping you achieve your financial goals through asset management, risk management, estate planning, tax planning, retirement planning, and more. We understand that each client is unique and we tailor our services to meet their specific financial needs. Residents of Westlake, TX, often require financial planning services that cater to their high net worth and unique financial challenges. They may be looking to preserve their wealth, protect their assets, plan for retirement, or create an estate plan that ensures their loved ones are taken care of. Our team at Aspen Wealth Management specializes in helping clients navigate these complex financial situations and providing customized solutions that help them achieve their long-term financial objectives. We understand the unique challenges that residents of Westlake face, and our comprehensive wealth management services are designed to help them overcome these challenges and achieve lasting financial success.

To view the Minimum Investment and Fee Schedule for Aspen Wealth Management, visit their Part 2 Brochure.

Services Offered by Aspen Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Aspen Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1110 Kimball Ave Suite 120, Southlake, TX 76092, USA
Phone (817) 546-6353
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 4200 S. HULEN ST., SUITE 422, FORT WORTH, TX 76109, United States

This firm has no other locations.

State Registrations

Aspen Wealth Management is registered to service clients in the following states:

  • Texas

Disciplinary History

Aspen Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.