Aspen Wealth Strategies, LLC fees and pricing
Financial planner in Arvada, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 25, 2026, Aspen Wealth Strategies, LLC charges $299 an hour and a monthly fee of $120 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $299/hr
“Aspen may also offer its financial planning services as a standalone service at an hourly rate of $299, or on an ongoing basis for $120 per month.”
- Monthly fee
- $120/mo
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 Strategies, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Aspen Private Wealth Services Wealth management fees are paid monthly, in advance of each month, pursuant to the terms of the wealth management agreement.”
- “The wealth management fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
How Aspen Wealth Strategies, LLC’s fees compare
- Its hourly rate of $299 is below the Colorado median of $300. 49% of the 231 other Colorado planners that publish an hourly rate charge less.
- 2 of the 4 other planners in Arvada that publish an hourly rate charge less.
About Aspen Wealth Strategies, LLC
- Firm size: 7 employees.
- Founded: 2013 (13 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
- 1.6% a year
- Clients
- 363
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $312,179,003
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 307424
- Phone
- (303) 421-1113
Can advise clients in 8 states: Arizona, Colorado, Florida, Louisiana, Missouri, Nebraska, Texas, Wyoming
Other planners in Arvada that publish fees
- Blueprint Financial ServicesArvada$350/hr, $1,000-$5,000
- Life Story FinancialArvada$4,000-$7,500, $300-$550/mo
- Montgomery Financial Planning LLCArvada$250/hr
- Rock Financial PlanningArvada$325/hr, $1,000-$14,000
- Vascorp Wealth AdvisorsArvada$250/hr, $500-$6,000
- Walsh Financial Solutions, LLCArvada$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.