Stephanie McElheny
Aspen Wealth Strategies · Arvada, Colorado
Stephanie McElheny is a fee-only financial advisor at Aspen Wealth Strategies in Arvada, Colorado, who holds the CFP and EA credentials. Aspen Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Aspen Wealth Strategies |
|---|---|
| Based in | Arvada, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $312.2M across 1,173 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CO · CRD 5806111 |
| Exams passed | Series 66 (2012) |
| Firm size | 7 employees |
| Disclosures | None reported |
How Stephanie's firm compares
- Aspen Wealth Strategies's average account is about $266,000, from its Form ADV (assets managed divided by 1,173 accounts).
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Questions about Stephanie
Is Stephanie McElheny a fee-only financial advisor?
Yes. Stephanie McElheny is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Stephanie's firm.
How does Stephanie charge for financial advice?
Stephanie's firm, Aspen Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephanie McElheny based?
Stephanie McElheny is based in Arvada, Colorado.
What credentials does Stephanie McElheny hold?
Stephanie McElheny holds the CFP and EA credentials.
Is Stephanie McElheny registered with the SEC?
Yes. Stephanie McElheny is registered as an investment adviser representative in CO (CRD 5806111), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Aspen Wealth Strategies manage?
Aspen Wealth Strategies reports $312.2M across 1,173 accounts in assets under management.
How do I contact Stephanie McElheny?
Contact details aren't on file yet. Search for Aspen Wealth Strategies.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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