Taj Pereira
Aspen Capital Management · Boise, Idaho
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.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ID, TX · CRD 7655674 |
| Exams passed | Series 66 (2023) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.aspencapitalmgmt.com |
How Taj'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 Taj
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.
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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