Aspen Wealth Planners LLC fees and pricing
Financial planner in Broken Arrow, Oklahoma. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 6, 2026, Aspen Wealth Planners LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The Hourly Agreement: $250 per hour (2 hour minimum) AWP is a fee-only financial advisory firm.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aspen Wealth Planners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All AWP fees are negotiable and are paid by automatic ACH payment, check, credit card or deducted from the client’s investment account.”
How Aspen Wealth Planners LLC’s fees compare
- Its hourly rate of $250 matches the Oklahoma median of $250. 32% of the 41 other Oklahoma planners that publish an hourly rate charge less.
About Aspen Wealth Planners LLC
“Aspen Wealth Planners, LLC is a fee-only comprehensive financial planning firm that provides financial planning and portfolio management services to individuals.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2003 (23 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% a year
- Clients
- 28
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $34,605,883
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 118324
- Phone
- (918) 814-7074
Can advise clients in 3 states: California, Colorado, Oklahoma
Other planners in Oklahoma that publish fees
- 10Elms LLPTulsa$175/hr, $1,000-$3,000
- Adaptation Financial Advisors Inc.Oklahoma City$75-$500/hr, $500-$25,000
- Ameritrust Investment Advisors IncTulsa$300/hr, $5,000/yr
- Arrow Investment Management LLCOklahoma City$150/hr
- Axion Capital Markets, LLCOklahoma City$125-$150/hr
- Blessed Financial Investments, LLCEdmond$100-$500/hr, $1,000-$3,000
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.