Nathan Burman
Aspen Capital Management · Boise, Idaho
Nathan Burman is a fee-only financial advisor at Aspen Capital Management in Boise, Idaho. Nathan focuses on retirement planning and estate & legacy planning. Aspen Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Nathan →
Specialties
Facts
| Firm | Aspen Capital Management |
|---|---|
| Based in | Boise, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.34B across 1,518 accounts |
| SEC registration | Investment adviser representative in ID · CRD 7645264 |
| Exams passed | Series 65 (2022) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.aspencapitalmgmt.com |
How Nathan's firm compares
- Aspen Capital Management's average account is about $882,000, from its Form ADV (assets managed divided by 1,518 accounts).
Request an introduction to Nathan
Tell Nathan a little about what you're looking for. Nathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Nathan
Is Nathan Burman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Aspen Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nathan charge for financial advice?
Nathan's firm, Aspen Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nathan Burman based?
Nathan Burman is based in Boise, Idaho.
What does Nathan specialize in?
Nathan's specialties include retirement planning and estate & legacy planning.
Is Nathan Burman registered with the SEC?
Yes. Nathan Burman is registered as an investment adviser representative in ID (CRD 7645264), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aspen Capital Management manage?
Aspen Capital Management reports $1.34B across 1,518 accounts in assets under management.
How do I contact Nathan Burman?
Through Nathan's website, www.aspencapitalmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Aspen Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.