Rachel Lysne
Aspen Capital Management · Boise, Idaho
Rachel Lysne is a fee-only financial advisor at Aspen Capital Management in Boise, Idaho. Rachel focuses on retirement planning and estate & legacy planning. Aspen Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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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 7014862 |
| Exams passed | Series 65 (2018) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.aspencapitalmgmt.com |
How Rachel's firm compares
- Aspen Capital Management's average account is about $882,000, from its Form ADV (assets managed divided by 1,518 accounts).
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Questions about Rachel
Is Rachel Lysne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rachel 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 Rachel charge for financial advice?
Rachel's firm, Aspen Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Rachel Lysne based?
Rachel Lysne is based in Boise, Idaho.
What does Rachel specialize in?
Rachel's specialties include retirement planning and estate & legacy planning.
Is Rachel Lysne registered with the SEC?
Yes. Rachel Lysne is registered as an investment adviser representative in ID (CRD 7014862), 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 Rachel Lysne?
Through Rachel'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.
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