Nathan Davis
Aspen Wealth Management · Fort Worth, Texas
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.
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Facts
| Firm | Aspen Wealth Management |
|---|---|
| Based in | Fort Worth, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $657.8M across 1,121 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TX · CRD 6206357 |
| Exams passed | Series 66 (2014) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.aspenwealthmgmt.com |
How Nathan's firm compares
- Aspen Wealth Management's average account is about $587,000, from its Form ADV (assets managed divided by 1,121 accounts).
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Questions about Nathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fort Worth
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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