# Dilish Dudhia

> Dilish Dudhia is a fee-only financial advisor at Aspen Financial Management in Arlington, Texas. Dilish focuses on estate & legacy planning, retirement planning and small business owners. Aspen Financial Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dilish-dudhia/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Aspen Financial Management
- **Based in:** Arlington, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $19.4M across 94 accounts
- **Specialties:** Estate & legacy planning, Retirement planning, Small business owners
- **CRD:** 2948273 (https://adviserinfo.sec.gov/individual/summary/2948273)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1997)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://aspenfm.com

## Frequently asked questions

### Is Dilish Dudhia a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dilish holds no broker registration, and Aspen Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Dilish charge for financial advice?

Dilish's firm, Aspen Financial Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Dilish Dudhia based?

Dilish Dudhia is based in Arlington, Texas.

### What does Dilish specialize in?

Dilish's specialties include estate & legacy planning, retirement planning and small business owners.

### Is Dilish Dudhia registered with the SEC?

Yes. Dilish Dudhia is registered as an investment adviser representative in TX (CRD 2948273), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aspen Financial Management manage?

Aspen Financial Management reports $19.4M across 94 accounts in assets under management.

### How do I contact Dilish Dudhia?

Through Dilish's website, aspenfm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2948273): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://aspenfm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.