Aspen Creek Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“The fee refunded will be the balance of the fees collected in advance minus the $100 hourly rate times the number of hours of work that has been completed up to and including the day of termination.”

Flat or project fee

$1,000⁠-⁠$15,000

“Depending upon the complexity of the situation, the needs of the client, and the client’s request for annual on-going financial planning, the rate for creating client financial plans is between $1,000 and $15,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Aspen Creek Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may terminate the agreement without penalty, for a full refund of ACWM’s fees, within five business days of signing the Investment Advisory Contract.”
• “For purposes of calculating the advisory fee in advance, clients are billed for their first month based on the value of the account on the account’s opening day.”
• “Going forward, clients are billed based on the value of the account as of the last business day of the prior billing period.”

How Aspen Creek Wealth Management, LLC’s fees compare

• Its hourly rate of $100 is below the Texas median of $275. None of the 468 other Texas planners that publish an hourly rate charge less.
• None of the 5 other planners in Southlake that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$15,000 spans the Texas median of $3,850. 77% of the 401 other Texas planners that publish a flat or project fee charge less.
• 7 of the 8 other planners in Southlake that publish a flat or project fee charge less.

About Aspen Creek Wealth Management, LLC

• Firm size: 11 employees.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

109

Employees

11

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services

Assets managed

$38,460,340

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

160649

Website

tylerfinancialnetwork.com (opens in new tab)

Phone

(817) 400-9905

Can advise clients in 7 states: California, Colorado, Florida, Idaho, Montana, New Jersey, Texas

Other planners in Southlake that publish fees

• Combs Capital PartnersSouthlake$2,500
• Corps Capital Advisors, LLCSouthlake$500⁠-⁠$1,000/hr
• Much Wealth Management, Inc.Southlake$1,000⁠-⁠$10,000
• One Xvi WealthSouthlake$250/hr, $1,500⁠-⁠$10,000
• Openair Financial, LLCSouthlake$5,000
• Planguide FinancialSouthlake$500⁠-⁠$5,000

Compare all 18 planners in Southlake