Aspen Financial Management, Inc. fees and pricing

Financial planner in Cheney, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 18, 2026, Aspen Financial Management, Inc. charges $125 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $125/hr; “Fees for financial plans (Planning) and or consultations are charged at $125.00 per hour.”

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

“Fees are charged quarterly in arrears and are due within thirty days of the last day of the previous calendar quarter.”
“Fees are in arrears for accounts opened during the quarter.”
“Because fees are charged in arrears, no refund policy is necessary.”

Its hourly rate of $125 is below the Washington median of $300. 1% of the 216 other Washington planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 91
Employees: 2
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $19,408,215
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 116149
Website: aspenfm.com (opens in new tab)
Phone: (509) 414-6060

Can advise clients in 4 states: Florida, New Mexico, Texas, Washington

Is something on this page wrong or out of date?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.