Aspen Leaf Wealth Management, PBC fees and pricing
Financial planner in Golden, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 6, 2026, Aspen Leaf Wealth Management, PBC charges an annual fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,500/yr
“Flat Fee Option - $2,500/year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aspen Leaf Wealth Management, PBC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This flat fee option is negotiable at Advisor’s discretion and will be based on the number of plan participants as well as the plan sponsor’s desired level of plan participant education and management from Advisor. or...”
- “Advisor investment fees will be deducted monthly in arrears based on the month ending balance.”
How Aspen Leaf Wealth Management, PBC’s fees compare
- Its annual fee of $2,500 is below the Colorado median of $7,750. 14% of the 57 other Colorado planners that publish an annual fee charge less.
About Aspen Leaf Wealth Management, PBC
“Advisor offers advisory services to individuals & families, trusts, and small business retirement plans.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- 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
- Highest asset based fee in brochure
- 1% a year
- Clients
- 90
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $99,175,386
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 165676
- Phone
- (720) 593-4660
Other planners in Golden that publish fees
- Alpine Financial Advisers, LLCGolden$1,000
- Gilpin Wealth Management LLCGolden$1,000-$50,000, $100-$1,000/qtr
- Gorham Wealth Management, LLCGolden$250/hr, $250
- Trailwise Financial Partners, LLCGolden$400/hr, $1,000-$20,000
- Western Wealth Management LLCGolden$100-$1,000/hr, $100-$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.