Aspen Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our fee is $300 per hour with a minimum of $4500 for each plan.”

Flat or project fee

$4,500

From the same sentence as above.

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

How Aspen Wealth Management, LLC bills

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

• “To a certain extent, the fee is negotiable and will depend on several factors including time spent with us, number of meetings, complexity of your situation, amount of research, and services requested.”
• “Our fees are negotiable, and they are not based on a share of capital gains upon or capital appreciation of the funds or any portion of the funds in your account.”
• “Advisory fees will be charged in advance of the billing period.”

How Aspen Wealth Management, LLC’s fees compare

• Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 6 of the 10 other planners in Fort Worth that publish an hourly rate charge less.
• Its flat or project fee of $4,500 is above the Texas median of $3,850. 52% of the 401 other Texas planners that publish a flat or project fee charge less.
• 3 of the 15 other planners in Fort Worth that publish a flat or project fee charge less.

About Aspen Wealth Management, LLC

• Firm size: 9 employees.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

346

Employees

9

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$657,825,724

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

159594

Website

facebook.com/aspenwealthmgmt (opens in new tab)

Phone

(817) 546-6353

Can advise clients in 2 states: Colorado, Texas

Other planners in Fort Worth that publish fees

• 9I Capital Group LLCFort Worth$150/hr, $1,500⁠-⁠$10,000
• CF FinancialFort Worth$2,500⁠-⁠$10,000
• Dean, Jacobson Financial ServicesFort Worth$75⁠-⁠$350/hr, $1,500⁠-⁠$20,000
• Diesslin Group, Inc.Fort Worth$250/hr, $72/mo
• Holland Investment Management, Inc.Fort Worth$300⁠-⁠$350/hr, $5,000⁠-⁠$25,000
• Jos PlanningFort Worth$250⁠-⁠$12,500, $300⁠-⁠$784/mo

Compare all 34 planners in Fort Worth