Aspen Wealth Management

Wealth Management Firm in Centennial, CO

Firm Info
Address: 3939 E Arapahoe Rd #100, Centennial, CO 80111, USA
Phone: (303) 261-8009

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 a fee-only investment advisory firm that provides investment advice exclusively to its clients. Their headquarters are located in Fort Worth, TX, and the firm has been in business since 2018. The firm operates as a registered investment advisory firm, offering portfolio management for individuals and small businesses. Aspen Wealth Management also offers financial planning services to help clients achieve their financial goals. In addition, they provide pension consulting services to clients who are retiring or planning for retirement. The firm has a robust consulting service that offers other services apart from investment advice. The firm takes a client-centric approach to investment management, with a focus on delivering personalized investment advice. Their team of experienced professionals strives to provide comprehensive financial solutions tailored to each client's unique needs and objectives. By offering a range of services, Aspen Wealth Management aims to help its clients achieve their financial goals and secure their financial futures.

or project-based fees retainer fees The Aspen Wealth Management firm caters to a diverse clientele base, ranging from individual investors to high net-worth individuals, pension or profit-sharing plans, and charitable organizations. The firm offers a wide range of services specially tailored to meet the specific needs of each client, from wealth management and investment advisory to financial planning and retirement planning. They aspire to deliver customized, personalized assistance while collaborating with clients to help them achieve financial success through sound advice, exceptional service, and time-proven strategies. When it comes to fee structures, Aspen Wealth Management offers a variety of payment options to its clients, depending on their particular financial needs and preferences. The firm's services are offered on a percentage-of-AUM (Assets under Management) basis, which varies depending on the level of management complexity required. Additionally, they may charge hourly or project-based fees to clients who require specific services that fall outside the usual wealth management scope. Finally, Aspen Wealth Management may offer retainer fees, providing clients with ongoing financial guidance with no additional per-service charges beyond the agreed-upon fee. By tailoring fee schedules to its clients' particular needs, Aspen Wealth Management ensures its clients receive the best value for their investment, allowing them to focus on achieving their financial objectives with ease and confidence.

Typical Clients, Fee Structures & Investment Minimum

Aspen Wealth Management, according to their Part 2 Brochure note about investment minimums, does not impose a minimum account size for clients to obtain their advisory services. This means that individuals and organizations can avail of their investment management services irrespective of their investment amount.

How This Office Can Help Centennial, CO Residents

Aspen Wealth Management offers a wide range of financial management services to clients in Centennial, CO. The firm's team of experienced advisors work closely with individuals, families, and businesses to create customized financial plans based on their specific needs and goals. Whether clients need help managing their investments, planning for retirement, or building a college fund for their children, Aspen Wealth Management has the expertise and resources to help them meet their objectives. Clients in Centennial, CO might face unique financial situations such as high housing costs or student loan debt. Aspen Wealth Management can work with these clients to create personalized plans that maximize savings and minimize expenses. The firm can also help clients navigate tax laws and investment opportunities to ensure they are taking full advantage of all available resources. Overall, Aspen Wealth Management provides clients in Centennial, CO with the guidance and support they need to achieve financial success at every stage of life.

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 3939 E Arapahoe Rd #100, Centennial, CO 80111, USA
Phone (303) 261-8009
Directions
Google My Business Reviews:
5 Stars

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.

FREQUENTLY ASKED QUESTIONS

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