Aspen Grove Capital

Aspen Grove Capital at a glance

• One of 336 fee-only firms based in Colorado in the Wellspent graph.
• 8 advisors are listed here; 3 of 8 hold the CFA.
• Its Form ADV reports 22 employees and 40 individual clients.
• Its average account is about $2.0 million (assets it manages divided by its 3,287 accounts).

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

Facts

Aspen Grove Capital fees

Aspen Grove Capital 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 (8)

• Adam Joice

  CFP

• Burton Wiand

• Courtney Ringlein

• Jeffrey Kirwood

• Jesse Poznikowich

  CFA

• Leo Kraunelis

  CFA

• Michael Barondess

• Natalie Miller

  CFA