David Ybarra
Aspired Wealth · Loveland, Colorado
David Ybarra is a fee-only financial advisor at Aspired Wealth in Loveland, Colorado, who holds the CFP credential. David charges a flat fee or retainer, a one-time planning fee and a percentage of assets and focuses on equity compensation, retirement planning and flat-fee planning.
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Specialties
Who they serve
- Tech employees
- Pre-retirees
- Retirees
Facts
| Firm | Aspired Wealth |
|---|---|
| Based in | Loveland, Colorado |
| Fee model | Flat fee or retainer · One-time planning fee · Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $5.0M across 93 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX, WA · CRD 6469419 |
| Exams passed | Series 63 (2015) · Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | aspiredwealth.com |
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Questions about David
Is David Ybarra a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Aspired Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David charges a flat fee or retainer, a one-time planning fee and a percentage of assets.
Where is David Ybarra based?
David Ybarra is based in Loveland, Colorado.
What does David specialize in?
David's specialties include equity compensation, retirement planning and flat-fee planning. David works with tech employees, pre-retirees and retirees.
What credentials does David Ybarra hold?
David Ybarra holds the CFP credential.
Is David Ybarra registered with the SEC?
Yes. David Ybarra is registered as an investment adviser representative in CO, TX and WA (CRD 6469419), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aspired Wealth manage?
Aspired Wealth reports $5.0M across 93 accounts in assets under management.
How do I contact David Ybarra?
Through David's website, aspiredwealth.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
- Aspired Wealth 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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