# Helen Stephens

> Helen Stephens is a fee-only financial advisor at Aspen Wealth Management in Fort Worth, Texas, who holds the CEPA, CFP and EA credentials. Helen charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $4,500 and $300 an hour) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/helen-stephens/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Aspen Wealth Management
- **Based in:** Fort Worth, Texas
- **Fee model:** Percentage of assets; Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $4,500; $300 an hour
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $657.8M across 1,121 accounts
- **Credentials:** CEPA, CFP, EA, ChSNC
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Family wealth transfer, Founders (pre-exit), Divorce financial planning
- **Works with:** Pre-retirees, Multi-generational families, Early-career professionals, Divorced individuals
- **CRD:** 2421457 (https://adviserinfo.sec.gov/individual/summary/2421457)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2008)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://aspenwealthmgmt.com

## Frequently asked questions

### Is Helen Stephens a fee-only financial advisor?

Yes. Helen Stephens is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Helen's firm.

### How does Helen charge for financial advice?

Helen charges a percentage of assets, hourly fees and a one-time planning fee.

### How much does Helen charge?

According to Aspen Wealth Management's website, checked October 28, 2026: one-time plans from $4,500; $300 an hour.

### Does Helen work with clients virtually?

Yes. Aspen Wealth Management says on its website that it works with clients remotely.

### Where is Helen Stephens based?

Helen Stephens is based in Fort Worth, Texas.

### What does Helen specialize in?

Helen's specialties include retirement planning, tax planning, estate & legacy planning, family wealth transfer, founders (pre-exit) and divorce financial planning. Helen works with pre-retirees, multi-generational families, early-career professionals and divorced individuals.

### What credentials does Helen Stephens hold?

Helen Stephens holds the CEPA, CFP, EA and ChSNC credentials.

### Is Helen Stephens registered with the SEC?

Yes. Helen Stephens is registered as an investment adviser representative in TX (CRD 2421457), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Helen Stephens?

Through Helen's website, aspenwealthmgmt.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/7490): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.aspenwealthmgmt.com/): specialties, clients served, and fees, checked October 28, 2026

---

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