Aspen Wealth Advisors LLC fees and pricing
Financial planner in Dallas, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 1, 2026, Aspen Wealth Advisors LLC charges $150 an hour and a quarterly fee of $375-$1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“In certain circumstances, hourly planning may also be available for $150 per hour.”
- Quarterly fee
- $375-$1,500/qtr
“Under the terms of the Advisory Services Agreement, an upfront fee ($750 and up) will be charged at the start of the engagement plus an ongoing quarterly fee, paid in advance, at a rate which ranges from $375 to $1,500 per quarter as long as the agreement remains in place.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aspen Wealth Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon termination of any account, the fee will be prorated and any unearned fee will be refunded to the client.”
- “Fees may be negotiable in certain cases.”
- “Upon termination of any account, the fee will be prorated and any unearned fee will be refunded to the client.”
How Aspen Wealth Advisors LLC’s fees compare
- Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.
- 2 of the 56 other planners in Dallas that publish an hourly rate charge less.
About Aspen Wealth Advisors LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 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
- 1.25% a year
- Clients
- 12
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $3,670,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 312204
- Phone
- (214) 334-2470
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
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.