# Scott Warner

> Scott Warner is a fee-only financial advisor at Aspen Capital Management in Boise, Idaho. Scott focuses on retirement planning and estate & legacy planning. Aspen Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/scott-warner/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Aspen Capital Management
- **Based in:** Boise, Idaho
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.34B across 1,518 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 8114948 (https://adviserinfo.sec.gov/individual/summary/8114948)
- **SEC registration:** Investment adviser representative in ID
- **Exams passed:** Series 65 (2024)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.aspencapitalmgmt.com

## Frequently asked questions

### Is Scott Warner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Scott 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 Scott charge for financial advice?

Scott's firm, Aspen Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Scott Warner based?

Scott Warner is based in Boise, Idaho.

### What does Scott specialize in?

Scott's specialties include retirement planning and estate & legacy planning.

### Is Scott Warner registered with the SEC?

Yes. Scott Warner is registered as an investment adviser representative in ID (CRD 8114948), 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 Scott Warner?

Through Scott's website, www.aspencapitalmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8114948): 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
- The firm's website (https://www.aspencapitalmgmt.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.