Aspen Wealth Management, Inc. fees and pricing
Financial planner in Overland Park, Kansas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2026, Aspen Wealth Management, Inc. charges $125 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125/hr
“Special studies or services provided beyond or in lieu of the development of a financial plan may be billed at $125 per hour. 4 Aspen Wealth Management, Inc.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aspen Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by Aspen and the client.”
- “Management fees shall be prorated for each capital contribution and withdrawal (greater than $10,000) made during the applicable calendar quarter.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”
How Aspen Wealth Management, Inc.’s fees compare
- Its hourly rate of $125 is below the Kansas median of $250. 2% of the 59 other Kansas planners that publish an hourly rate charge less.
- None of the 24 other planners in Overland Park that publish an hourly rate charge less.
About Aspen Wealth Management, Inc.
“Aspen provides asset management and investment planning services for individual, estate, trust, foundation, partnership, corporate, IRA, 401(k) and other qualified retirement plan accounts.”
- Firm size: 3 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2000 (26 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- 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
- Minimum
- $250 minimum fee (stated in brochure)
- Clients
- 102
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services
- Assets managed
- $83,358,059
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 116061
- Phone
- (913) 491-0500
Other planners in Overland Park that publish fees
- Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
- Artisan Financial PlanningOverland Park$250/hr, $2,500-$10,000
- Aspyre Wealth PartnersOverland Park$150-$500/hr
- Balanced Financial Planning, Inc.Overland Park$270/hr
- Coplanning Financial LLCOverland Park$6,900, $12,000/yr
- Creative PlanningOverland Park$1,500-$15,000
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.