Aspyre Wealth Partners at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 7 advisors are listed here; 5 of 7 hold the CFP.
- Its Form ADV reports 17 employees and 329 individual clients, 157 of them high net worth.
- Its average account is about $429,000 (assets it manages divided by its 1,559 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Overland Park, Kansas |
|---|---|
| Website | aspyrewealth.com |
| [email protected] | |
| Phone | (913) 345-1881 |
Questions about Aspyre Wealth Partners
How is Aspyre Wealth Partners paid?
Aspyre Wealth Partners's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Aspyre Wealth Partners have in the Wellspent public graph?
The Wellspent public graph lists 7 advisors at Aspyre Wealth Partners, and 5 hold the CFP.
What is the average account at Aspyre Wealth Partners?
Aspyre Wealth Partners's average account is about $429,000. That's the assets on its Form ADV divided by its 1,559 accounts.
What does Aspyre Wealth Partners specialize in?
Aspyre Wealth Partners's advisors and website list retirement planning, tax planning, estate & legacy planning and equity compensation.
Aspyre Wealth Partners fees
Aspyre Wealth Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 | $668 million |
| Individual clients | 172 |
| High-net-worth clients | 157 |
| Accounts managed | 1,559 |
| Employees | 17 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-57971) |
| Financial planning | Offered |
| Form ADV filed | October 20, 2026 |
| SEC record | CRD 107212 |