Andy McClaflin
Aspen Wealth Strategies · Arvada, Colorado
Andy McClaflin is a fee-only financial advisor at Aspen Wealth Strategies in Arvada, Colorado. Aspen Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Aspen Wealth Strategies |
|---|---|
| Based in | Arvada, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $312.2M across 1,173 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 4670759 |
| Exams passed | Series 63 (2003) · Series 66 (2007) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | aspenwealthstrategies.com |
How Andy's firm compares
- Aspen Wealth Strategies's average account is about $266,000, from its Form ADV (assets managed divided by 1,173 accounts).
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Questions about Andy
Is Andy McClaflin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andy holds no broker registration, and Aspen Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andy charge for financial advice?
Andy's firm, Aspen Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andy McClaflin based?
Andy McClaflin is based in Arvada, Colorado.
Is Andy McClaflin registered with the SEC?
Yes. Andy McClaflin is registered as an investment adviser representative in CO and TX (CRD 4670759), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aspen Wealth Strategies manage?
Aspen Wealth Strategies reports $312.2M across 1,173 accounts in assets under management.
How do I contact Andy McClaflin?
Through Andy's website, aspenwealthstrategies.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Arvada
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
- 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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