Aspen Grove Capital, LLC fees and pricing
Financial planner in Avon, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Aspen Grove Capital, LLC charges an annual fee of $50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $50,000/yr
“Family Office Services - Fixed Fee Fixed Fees for family office services generally range from $50,000 to $1,000,000 per year and are negotiated with the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aspen Grove Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are based on the level of services to be offered to the client and can be billed quarterly or semi-annually.”
- “Fees are billed both in advance and in arrears.”
- “We will prorate the Fixed Fees earned through the termination date and send the client an invoice for the Fixed Fee due.”
How Aspen Grove Capital, LLC’s fees compare
- Its annual fee of $50,000 is above the Colorado median of $7,750. 95% of the 57 other Colorado planners that publish an annual fee charge less.
About Aspen Grove Capital, LLC
“Family Office Services Aspen Grove offers customized investment strategies and financial planning designed to meet the specific needs of each client.”
- Firm size: 22 employees.
- Founded: 2011 (15 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 40
- Employees
- 22
- Works with
- Individuals and pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selecting other advisers, and other services
- Assets managed
- $6,669,946,419
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 158166
- Phone
- (970) 688-4188
Can advise clients in 4 states: California, Colorado, Florida, New York
Other planners in Avon that publish fees
- Lathram Financial Group, LLCAvon$200/hr, $2,500-$30,000
- 46 North FinancialDenverUp to $10,000
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Abby Kovach Financial Planning, LLCLafayette$350/hr
- Aberle Investment Management LLCEagle$300/hr
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
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.