# Taj Pereira

> Taj Pereira is a fee-only financial advisor at Aspen Capital Management in Boise, Idaho, who holds the CFP credential. Taj 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/taj-pereira/
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
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 7655674 (https://adviserinfo.sec.gov/individual/summary/7655674)
- **SEC registration:** Investment adviser representative in ID, TX
- **Exams passed:** Series 66 (2023)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.aspencapitalmgmt.com

## Frequently asked questions

### Is Taj Pereira a fee-only financial advisor?

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

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

### Where is Taj Pereira based?

Taj Pereira is based in Boise, Idaho.

### What does Taj specialize in?

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

### What credentials does Taj Pereira hold?

Taj Pereira holds the CFP credential.

### Is Taj Pereira registered with the SEC?

Yes. Taj Pereira is registered as an investment adviser representative in ID and TX (CRD 7655674), 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 Taj Pereira?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7655674): 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.