# Aaron Tice

> Aaron Tice is a fee-only financial advisor at Delphi Wealth Partners in Grand Junction, Colorado, who holds the CFP credential. Aaron focuses on retirement planning, tax planning and estate & legacy planning. Delphi Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/aaron-tice/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Delphi Wealth Partners
- **Based in:** Grand Junction, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $61.9M across 285 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 5337696 (https://adviserinfo.sec.gov/individual/summary/5337696)
- **SEC registration:** Investment adviser representative in AZ, CA, CO, FL, NY, OR, TX, WA
- **Exams passed:** Series 66 (2007)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://delphiwealthpartners.com

## Frequently asked questions

### Is Aaron Tice a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Delphi Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Aaron charge for financial advice?

Aaron's firm, Delphi Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Aaron work with clients virtually?

Yes. Delphi Wealth Partners says on its website that it works with clients remotely.

### Where is Aaron Tice based?

Aaron Tice is based in Grand Junction, Colorado.

### What does Aaron specialize in?

Aaron's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Aaron works with multi-generational families.

### What credentials does Aaron Tice hold?

Aaron Tice holds the CFP credential.

### Is Aaron Tice registered with the SEC?

Yes. Aaron Tice is registered as an investment adviser representative in AZ, CA, CO, FL, NY, OR, TX and WA (CRD 5337696), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Delphi Wealth Partners manage?

Delphi Wealth Partners reports $61.9M across 285 accounts in assets under management.

### How do I contact Aaron Tice?

Through Aaron's website, delphiwealthpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5337696): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://delphiwealthpartners.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.