Helen Stephens
Aspen Wealth Management · Fort Worth, Texas
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.
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Specialties
Who they serve
- Pre-retirees
- Multi-generational families
- Early-career professionals
- Divorced individuals
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 |
| Accepting new clients | Yes |
| Assets under management | $657.8M across 1,121 accounts |
| Credentials | CEPA · CFP · EA · ChSNC |
| SEC registration | Investment adviser representative in TX · CRD 2421457 |
| Exams passed | Series 63 (2008) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | aspenwealthmgmt.com |
How Helen's firm compares
- A one-time plan starts at $4,500, above the Texas median of $1,575 for fee-only firms that publish prices.
- The hourly rate is $300, above the Texas median of $250 for fee-only firms that publish prices.
- Aspen Wealth Management's average account is about $587,000, from its Form ADV (assets managed divided by 1,121 accounts).
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Questions about Helen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fort Worth
Other advisors in Texas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Aspen Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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