Cort Barrett
White Aspen Capital · Henderson, Nevada
Cort Barrett is a fee-only financial advisor at White Aspen Capital in Henderson, Nevada. Cort focuses on retirement planning, estate & legacy planning and small business owners. White Aspen Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
- Multi-generational families
- Early-career professionals
Facts
| Firm | White Aspen Capital |
|---|---|
| Based in | Henderson, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $18M across 166 accounts |
| SEC registration | Investment adviser representative in CA, NV, TX · CRD 6195972 |
| Exams passed | Series 66 (2013) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.whiteaspencapital.com |
| Profile |
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Questions about Cort
Is Cort Barrett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cort holds no broker registration, and White Aspen Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cort charge for financial advice?
Cort's firm, White Aspen Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Cort Barrett based?
Cort Barrett is based in Henderson, Nevada.
What does Cort specialize in?
Cort's specialties include retirement planning, estate & legacy planning, small business owners, founders (pre-exit), equity compensation and family wealth transfer. Cort works with executives, retirees, pre-retirees, multi-generational families and early-career professionals.
Is Cort Barrett registered with the SEC?
Yes. Cort Barrett is registered as an investment adviser representative in CA, NV and TX (CRD 6195972), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does White Aspen Capital manage?
White Aspen Capital reports $18M across 166 accounts in assets under management.
How do I contact Cort Barrett?
Through Cort's website, www.whiteaspencapital.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
- White Aspen 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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