Aspen Wealth Advisors

Aspen Wealth Advisors at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 1 advisor is listed here.
• Its Form ADV reports 1 employee and 12 individual clients.
• Its average account is about $78,000 (assets it manages divided by its 47 accounts).

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

Facts

Aspen Wealth Advisors fees

Aspen Wealth Advisors 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 (1)

• Brandon Simpson

Other fee-only firms in Dallas

• Beaird Harris
• BFG Wealth Management
• Birch Capital Management
• Capital Achievements
• Carrington Group
• Certified Financial Strategies
• Clare Market Investments
• Clark Financial

Fee-only advisors in Texas