Brandon Simpson
Aspen Wealth Advisors · Dallas, Texas
Brandon Simpson is a fee-only financial advisor at Aspen Wealth Advisors in Dallas, Texas. Brandon focuses on tax planning and retirement planning. Aspen Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Aspen Wealth Advisors |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $3.7M across 47 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7323193 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | aspenwealthadvisors.com |
How Brandon's firm compares
- Aspen Wealth Advisors's average account is about $78,000, from its Form ADV (assets managed divided by 47 accounts).
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Questions about Brandon
Is Brandon Simpson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Aspen Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Aspen Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brandon Simpson based?
Brandon Simpson is based in Dallas, Texas.
What does Brandon specialize in?
Brandon's specialties include tax planning and retirement planning.
Is Brandon Simpson registered with the SEC?
Yes. Brandon Simpson is registered as an investment adviser representative in TX (CRD 7323193), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aspen Wealth Advisors manage?
Aspen Wealth Advisors reports $3.7M across 47 accounts in assets under management.
How do I contact Brandon Simpson?
Through Brandon's website, aspenwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Other advisors in Texas who focus on tax planning
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 Wealth Advisors 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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