# Nathan Davis

> Nathan Davis is a fee-only financial advisor at Aspen Wealth Management in Fort Worth, Texas, who holds the CFP and CFA credentials. Aspen Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Aspen Wealth Management
- **Based in:** Fort Worth, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $657.8M across 1,121 accounts
- **Credentials:** CFP, CFA
- **CRD:** 6206357 (https://adviserinfo.sec.gov/individual/summary/6206357)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2014)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.aspenwealthmgmt.com

## Frequently asked questions

### Is Nathan Davis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Aspen Wealth 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 Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Nathan Davis based?

Nathan Davis is based in Fort Worth, Texas.

### What credentials does Nathan Davis hold?

Nathan Davis holds the CFP and CFA credentials.

### Is Nathan Davis registered with the SEC?

Yes. Nathan Davis is registered as an investment adviser representative in TX (CRD 6206357), per SEC Investment Adviser Public Disclosure data as of October 29, 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 Nathan Davis?

Through Nathan's website, www.aspenwealthmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6206357): 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.