Kellie Beiers
Aspen Wealth Strategies · Arvada, Colorado
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.
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Facts
| Firm | Aspen Wealth Strategies |
|---|---|
| Based in | Arvada, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $312.2M across 1,173 accounts |
| SEC registration | Investment adviser representative in CO · CRD 4038008 |
| Exams passed | Series 65 (2017) · Series 66 (2005) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | aspenwealthstrategies.com |
How Kellie's firm compares
- Aspen Wealth Strategies's average account is about $266,000, from its Form ADV (assets managed divided by 1,173 accounts).
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Questions about Kellie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Arvada
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
- 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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