# Kellie Beiers

> Kellie Beiers is a fee-only financial advisor at Aspen Wealth Strategies in Arvada, Colorado. Aspen Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kellie-beiers/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Aspen Wealth Strategies
- **Based in:** Arvada, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $312.2M across 1,173 accounts
- **CRD:** 4038008 (https://adviserinfo.sec.gov/individual/summary/4038008)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 65 (2017), Series 66 (2005)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://aspenwealthstrategies.com/

## Frequently asked questions

### Is Kellie Beiers a fee-only financial advisor?

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

### How does Kellie charge for financial advice?

Kellie's firm, Aspen Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kellie Beiers based?

Kellie Beiers is based in Arvada, Colorado.

### Is Kellie Beiers registered with the SEC?

Yes. Kellie Beiers is registered as an investment adviser representative in CO (CRD 4038008), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aspen Wealth Strategies manage?

Aspen Wealth Strategies reports $312.2M across 1,173 accounts in assets under management.

### How do I contact Kellie Beiers?

Through Kellie's website, aspenwealthstrategies.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4038008): 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

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