Dilish Dudhia
Aspen Financial Management · Arlington, Texas
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.
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Specialties
Facts
| Firm | Aspen Financial Management |
|---|---|
| Based in | Arlington, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $19.4M across 94 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2948273 |
| Exams passed | Series 63 (1997) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | aspenfm.com |
How Dilish's firm compares
- Aspen Financial Management's average account is about $206,000, from its Form ADV (assets managed divided by 94 accounts).
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Questions about Dilish
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.
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 Financial Management 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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