Aaron Tice
Delphi Wealth Partners · Grand Junction, Colorado
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.
Request an introduction to Aaron →
Specialties
Who they serve
- Multi-generational families
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 |
| Assets under management | $61.9M across 285 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, CO, FL, NY, OR, TX, WA · CRD 5337696 |
| Exams passed | Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | delphiwealthpartners.com |
| Profile |
Request an introduction to Aaron
Tell Aaron a little about what you're looking for. Aaron isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Aaron
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Delphi Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.