Firm
Aspen Wealth Planners
Broken Arrow, Oklahoma
Fee-only
Aspen Wealth Planners at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 28 individual clients, 12 of them high net worth.
- Its average account is about $317,000 (assets it manages divided by its 109 accounts).
Facts
| Based in | Broken Arrow, Oklahoma |
|---|---|
| Phone | (918) 814-7074 |
Aspen Wealth Planners fees
Aspen Wealth Planners 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $35 million |
| Individual clients | 16 |
| High-net-worth clients | 12 |
| Accounts managed | 109 |
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-60901) |
| Financial planning | Offered |
| Form ADV filed | January 6, 2026 |
| SEC record | CRD 118324 |