Aspen Capital Management

Aspen Capital Management at a glance

• One of 70 fee-only firms based in Idaho in the Wellspent graph.
• 10 advisors are listed here; 2 of 10 hold the CFP.
• Its Form ADV reports 12 employees and 443 individual clients, 284 of them high net worth.
• Its average account is about $882,000 (assets it manages divided by its 1,518 accounts).

Fee-only advisors in Idaho · What fee-only advisors charge in Idaho

Facts

Aspen Capital Management fees

Aspen Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (10)

• Johann Simpson

• Lavea Thomas

  CFP

• Maranda Barnhart

• Michael Keller

• Mike Mers

• Nathan Burman

• Rachel Lysne

• Scott Warner

• Taj Pereira

  CFP

• Trevor Hotmer