Brian Aberle
Aberle Investment Management · Eagle, Colorado
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.
Request an introduction to Brian →
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 |
| Assets under management | $77.2M across 189 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO, IL, LA, TX · CRD 2769592 |
| Exams passed | Series 63 (1996) · Series 65 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.aberleinv.com |
How Brian's firm compares
- Aberle Investment Management's average account is about $408,000, from its Form ADV (assets managed divided by 189 accounts).
Request an introduction to Brian
Tell Brian a little about what you're looking for. Brian 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 Brian
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.
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
- Aberle Investment 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.
See something wrong? Request a correction. Read our methodology.