# Michael Barondess

> Michael Barondess is a fee-only financial advisor at Aspen Grove Capital in Denver, Colorado. Michael focuses on family wealth transfer. Aspen Grove Capital reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-barondess/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Aspen Grove Capital
- **Based in:** Denver, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $6.67B across 3,287 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 8339145 (https://adviserinfo.sec.gov/individual/summary/8339145)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 65 (2026)
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** https://www.aspengrovellc.com/

## Frequently asked questions

### Is Michael Barondess a fee-only financial advisor?

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

### How does Michael charge for financial advice?

Michael's firm, Aspen Grove Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Michael Barondess based?

Michael Barondess is based in Denver, Colorado.

### What does Michael specialize in?

Michael's specialties include family wealth transfer. Michael works with multi-generational families.

### Is Michael Barondess registered with the SEC?

Yes. Michael Barondess is registered as an investment adviser representative in CO (CRD 8339145), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aspen Grove Capital manage?

Aspen Grove Capital reports $6.67B across 3,287 accounts in assets under management.

### How do I contact Michael Barondess?

Through Michael's website, www.aspengrovellc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8339145): 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
- The firm's website (https://www.aspengrovellc.com/): specialties, clients served, and fees, checked October 30, 2026

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