Aspire Wealth Advisors, LLC fees and pricing

Financial planner in Bend, Oregon. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 7, 2026, Aspire Wealth Advisors, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Our stand-alone fee for a Financial and Liability Planning is $250 per hour.”

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

“In certain circumstances, fees may be negotiable. 5 The fee includes the time and activities necessary to work with your attorney and/or accountant in reaching agreement on solutions, as well as assisting them in implementation of all appropriate documents.”
“Aspire fees are billed monthly in arrears and are deducted directly from client accounts as authorized in writing by the advisory agreement between us.”
“Fees for partial months at the commencement or termination of our agreement will be billed or refunded on a pro-rated basis contingent on the number of days the account was open during the month.”

Its hourly rate of $250 matches the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
3 of the 16 other planners in Bend that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2017 (9 years).

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: 91
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: $74,731,260
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 288151
Website: aspire-wealthadvisors.com (opens in new tab)
Phone: (541) 678-2016

Can advise clients in 2 states: California, Oregon

Is something on this page wrong or out of date?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.