Aspen Wealth Management

Company Description (LinkedIn): Aspen Wealth Management | 100 followers on LinkedIn. Independent, fee-only, financial planning and investment advisory firm based in Fort Worth, TX | Aspen Wealth Management is a fee-only, comprehensive financial planning firm located in Fort Worth, TX. Aspen Wealth Management offers an honest and transparent approach to financial, retirement, tax and investment planning for individuals, families, and small businesses, with an emphasis on building relationships. The firm’s planning process and resulting recommendations are designed to bring clarity for the specific circumstances and goals of each client.

• ⏳ Active Since:
• 📍 Location: Fort Worth, TX
• 🔢 Employee Count: 12
• 👥 Followers: 175

From WCI application:

• Services Offered:
• View full WCI application 🔗

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Other

💲 Compensation Options

• A percentage of assets under your management
• Hourly charges

Accounts

• 💰 Total AUM ($Millions): 291
• 🧾 Number of accounts: 739
• 🛍 Average Account Size: $393,277

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.aspenwealthmgmt.com