Burton Wiand
Aspen Grove Capital · Avon, Colorado
Burton Wiand is a fee-only financial advisor at Aspen Grove Capital in Avon, Colorado. Burton focuses on family wealth transfer. Aspen Grove Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Aspen Grove Capital |
|---|---|
| Based in | Avon, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $6.67B across 3,287 accounts |
| SEC registration | Investment adviser representative in CO · CRD 4972634 |
| Exams passed | Series 63 (2011) · Series 65 (2010) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.aspengrovellc.com |
How Burton's firm compares
- Aspen Grove Capital's average account is about $2.0 million, from its Form ADV (assets managed divided by 3,287 accounts).
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Questions about Burton
Is Burton Wiand a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Burton holds no broker registration, and Aspen Grove Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Burton charge for financial advice?
Burton's firm, Aspen Grove Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Burton Wiand based?
Burton Wiand is based in Avon, Colorado.
What does Burton specialize in?
Burton's specialties include family wealth transfer. Burton works with multi-generational families.
Is Burton Wiand registered with the SEC?
Yes. Burton Wiand is registered as an investment adviser representative in CO (CRD 4972634), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aspen Grove Capital manage?
Aspen Grove Capital reports $6.67B across 3,287 accounts in assets under management.
How do I contact Burton Wiand?
Through Burton's website, www.aspengrovellc.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 Grove Capital 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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