Candace Scholz
Aspen Wealth Management · Fort Worth, Texas
Candace Scholz is a fee-only financial advisor at Aspen Wealth Management in Fort Worth, Texas, who holds the CFP credential. Aspen Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Candace →
Facts
| Firm | Aspen Wealth Management |
|---|---|
| Based in | Fort Worth, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $657.8M across 1,121 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6782325 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.aspenwealthmgmt.com |
How Candace's firm compares
- Aspen Wealth Management's average account is about $587,000, from its Form ADV (assets managed divided by 1,121 accounts).
Request an introduction to Candace
Tell Candace a little about what you're looking for. Candace 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 Candace
Is Candace Scholz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Candace holds no broker registration, and Aspen Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Candace charge for financial advice?
Candace's firm, Aspen Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Candace Scholz based?
Candace Scholz is based in Fort Worth, Texas.
What credentials does Candace Scholz hold?
Candace Scholz holds the CFP credential.
Is Candace Scholz registered with the SEC?
Yes. Candace Scholz is registered as an investment adviser representative in TX (CRD 6782325), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aspen Wealth Management manage?
Aspen Wealth Management reports $657.8M across 1,121 accounts in assets under management.
How do I contact Candace Scholz?
Through Candace's website, www.aspenwealthmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fort Worth
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.
See something wrong? Request a correction. Read our methodology.