Alan Kepfer
Aspen Financial Management · Cheney, Washington
Alan Kepfer is a fee-only financial advisor at Aspen Financial Management in Cheney, Washington. Alan focuses on estate & legacy planning, retirement planning and small business owners. Aspen Financial Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Aspen Financial Management |
|---|---|
| Based in | Cheney, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $19.4M across 94 accounts |
| SEC registration | Investment adviser representative in FL, NM, TX, WA · CRD 1869887 |
| Exams passed | Series 63 (1997) · Series 65 (2000) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | aspenfm.com |
How Alan's firm compares
- Aspen Financial Management's average account is about $206,000, from its Form ADV (assets managed divided by 94 accounts).
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Questions about Alan
Is Alan Kepfer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Aspen Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alan charge for financial advice?
Alan's firm, Aspen Financial Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Alan Kepfer based?
Alan Kepfer is based in Cheney, Washington.
What does Alan specialize in?
Alan's specialties include estate & legacy planning, retirement planning and small business owners.
Is Alan Kepfer registered with the SEC?
Yes. Alan Kepfer is registered as an investment adviser representative in FL, NM, TX and WA (CRD 1869887), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aspen Financial Management manage?
Aspen Financial Management reports $19.4M across 94 accounts in assets under management.
How do I contact Alan Kepfer?
Through Alan's website, aspenfm.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
- Aspen Financial Management 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.
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