Aspen Wealth Strategies
Arvada, Colorado
Aspen Wealth Strategies at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 6 advisors are listed here; 1 of 6 hold the CFP.
- Its Form ADV reports 7 employees and 363 individual clients, 115 of them high net worth.
- Its average account is about $266,000 (assets it manages divided by its 1,173 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Arvada, Colorado |
|---|---|
| [email protected] | |
| Phone | (303) 421-1113 |
Questions about Aspen Wealth Strategies
How is Aspen Wealth Strategies paid?
Aspen Wealth Strategies's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Aspen Wealth Strategies have in the Wellspent public graph?
The Wellspent public graph lists 6 advisors at Aspen Wealth Strategies, and 1 hold the CFP.
What is the average account at Aspen Wealth Strategies?
Aspen Wealth Strategies's average account is about $266,000. That's the assets on its Form ADV divided by its 1,173 accounts.
What does Aspen Wealth Strategies specialize in?
Aspen Wealth Strategies's advisors and website list retirement planning.
Aspen Wealth Strategies fees
Aspen Wealth Strategies 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 | $312 million |
| Individual clients | 248 |
| High-net-worth clients | 115 |
| Accounts managed | 1,173 |
| Employees | 7 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-119473) |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 307424 |