Firm
Aspen Leaf Wealth Management
Golden, Colorado
Fee-only
Aspen Leaf Wealth Management at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 90 individual clients, 26 of them high net worth.
- Its average account is about $301,000 (assets it manages divided by its 329 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Golden, Colorado |
|---|---|
| Website | aspenleafllc.com |
| Phone | (720) 593-4660 |
Aspen Leaf Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Up to $999,999 1.00%/year" source
"$3,000,000 + 0.60%/year" source
"Up to $999,999 1.00%/year" source
"has $750,000 or more to invest in an ESG portfolio" source
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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $99 million |
| Individual clients | 64 |
| High-net-worth clients | 26 |
| Accounts managed | 329 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 165676 |