Roger Hennefeld
Obermeyer Wealth Partners · Aspen, Colorado
Roger Hennefeld is a fee-only financial advisor at Obermeyer Wealth Partners in Aspen, Colorado, who holds the CFA credential. Obermeyer Wealth Partners reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Obermeyer Wealth Partners |
|---|---|
| Based in | Aspen, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $3.03B across 2,732 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO · CRD 1459199 |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.obermeyerwealth.com |
How Roger's firm compares
- Obermeyer Wealth Partners's average account is about $1.1 million, from its Form ADV (assets managed divided by 2,732 accounts).
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Questions about Roger
Is Roger Hennefeld a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roger holds no broker registration, and Obermeyer Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roger charge for financial advice?
Roger's firm, Obermeyer Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Roger Hennefeld based?
Roger Hennefeld is based in Aspen, Colorado.
What credentials does Roger Hennefeld hold?
Roger Hennefeld holds the CFA credential.
Is Roger Hennefeld registered with the SEC?
Yes. Roger Hennefeld is registered as an investment adviser representative in CO (CRD 1459199), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Obermeyer Wealth Partners manage?
Obermeyer Wealth Partners reports $3.03B across 2,732 accounts in assets under management.
How do I contact Roger Hennefeld?
Through Roger's website, www.obermeyerwealth.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
- 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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