Aspen Private Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“The maximum hourly fee to be charged will not exceed $400.”

Flat or project fee

$50,000

“Flat fees will not exceed $50,000.”

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

How Aspen Private Advisors, LLC bills

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

• “Our Retirement Plan Consulting services are billed on a fee based on the percentage of Plan assets under management.”
• “For purposes of calculating refunds, Clients will receive a pro-rata refund of unearned fees based on the number of days remaining in the agreement upon termination.”
• “Clients will be charged on a pro-rata basis, which takes into account work completed by our firm on behalf of the client.”

How Aspen Private Advisors, LLC’s fees compare

• Its hourly rate of $400 is above the South Dakota median of $250. 92% of the 13 other South Dakota planners that publish an hourly rate charge less.
• 8 of the 8 other planners in Sioux Falls that publish an hourly rate charge less.
• Its flat or project fee of $50,000 is above the South Dakota median of $5,250. 86% of the 14 other South Dakota planners that publish a flat or project fee charge less.
• 7 of the 7 other planners in Sioux Falls that publish a flat or project fee charge less.

About Aspen Private Advisors, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2018 (8 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

Clients

125

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$199,936,645

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

297639

Website

linkedin.com/in/todd-dathe-687a163a (opens in new tab)

Phone

(605) 951-9620

Can advise clients in 4 states: Florida, Minnesota, South Dakota, Texas

Other planners in Sioux Falls that publish fees

• Alternative Strategies Group, Inc.Sioux Falls$1,000
• Hyline WealthSioux Falls$150⁠-⁠$250/hr, $1,000
• Impact Wealth ManagementSioux Falls$375/hr, $4,000
• Intelligent InvestmentsSioux Falls$200/hr
• Resolve Capital Management LLCSioux Falls$500⁠-⁠$5,000, $3,000/yr
• Sage Capital Advisors, LLCSioux Falls$250/hr

Compare all 16 planners in Sioux Falls