# Brian Aberle

> Brian Aberle is a fee-only financial advisor at Aberle Investment Management in Eagle, Colorado, who holds the CFP credential. Aberle Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Aberle Investment Management
- **Based in:** Eagle, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $77.2M across 189 accounts
- **Credentials:** CFP
- **CRD:** 2769592 (https://adviserinfo.sec.gov/individual/summary/2769592)
- **SEC registration:** Investment adviser representative in CA, CO, IL, LA, TX
- **Exams passed:** Series 63 (1996), Series 65 (1998)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.aberleinv.com

## Frequently asked questions

### Is Brian Aberle a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Aberle Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian's firm, Aberle Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Brian Aberle based?

Brian Aberle is based in Eagle, Colorado.

### What credentials does Brian Aberle hold?

Brian Aberle holds the CFP credential.

### Is Brian Aberle registered with the SEC?

Yes. Brian Aberle is registered as an investment adviser representative in CA, CO, IL, LA and TX (CRD 2769592), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aberle Investment Management manage?

Aberle Investment Management reports $77.2M across 189 accounts in assets under management.

### How do I contact Brian Aberle?

Through Brian's website, www.aberleinv.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2769592): 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://www.aberleinv.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.