Aspen Capital Management, LLC fees and pricing
Financial planner in Boise, Idaho. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 24, 2026, Aspen Capital Management, LLC charges a quarterly fee of $1,250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $1,250/qtr
“- 4Aspen Capital Management If the Client’s quarterly fee – calculated using the fee schedule above – is less than $1,250, a minimum quarterly fee of $1,250 will be assessed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aspen Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Billing Investment management fees are billed quarterly, in arrears, meaning that we charge you after the three-month billing period has ended.”
- “The client must consent in advance to direct debiting of their investment account through their approval of our advisory agreement.”
- “Fees for financial plans are billed upon delivery of the financial plan.”
About Aspen Capital Management, LLC
“MANAGEMENT, LLC provides personalized confidential financial planning and investment management to individuals, trusts, estates, and small businesses.”
- Firm size: 12 employees.
- Founded: 2002 (24 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Minimum
- $1,250 minimum fee (stated in brochure)
- Clients
- 443
- Employees
- 12
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1,338,285,275
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 119050
- Phone
- (208) 345-0174
Can advise clients in 11 states: Arizona, California, Colorado, Idaho, Montana, North Carolina, Nebraska, New York, Oregon, Texas, Washington
Other planners in Boise that publish fees
- Advanced Financial Solutions, Inc.Boise$200-$350/hr, $500
- Arrien Investments, Inc.Boise$100-$275/hr
- Boise River Financial PlanningBoise$250/hr, $1,000-$6,000
- Figure 8 Investment Strategies LLCBoise$500-$20,000
- Fourthrock Financial CorporationBoise$300/hr
- Inspire Wealth PartnersBoise$500/hr, $2,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.