Aspired Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“Typically comprehensive financial plans take approximately 24 hours to complete, this rate is based on the firm’s disclosed hourly rate of $100 per hour.”

Flat or project fee

$2,400

“Comprehensive Financial Plan Comprehensive financial plans are offered for a flat fee of $2,400.”

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

How Aspired Wealth bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “However, fees for Wasmer Schroeder Strategies (“WSS”) accounts are calculated monthly, in arrears.”

How Aspired Wealth’s fees compare

• Its hourly rate of $100 is below the Colorado median of $300. 1% of the 231 other Colorado planners that publish an hourly rate charge less.
• None of the 4 other planners in Loveland that publish an hourly rate charge less.
• Its flat or project fee of $2,400 is below the Colorado median of $5,250. 17% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Loveland that publish a flat or project fee charge less.

About Aspired Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2024 (2 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

53

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$4,990,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330891

Website

youtube.com/@aspiredwealthplanning (opens in new tab)

Phone

(970) 436-4007

Can advise clients in 3 states: Colorado, Texas, Washington

Other planners in Loveland that publish fees

• Journey Investments, LLCLoveland$200/hr, $2,500
• Keystone Financial ServicesLoveland$500/hr, $1,500⁠-⁠$15,000
• Thomas A. Paulson, JR., Dba, Thomas A. Paulson, JR., CPALoveland$150/hr, $1,000⁠-⁠$7,500/yr
• Vital Investment Management LLCLoveland$300/hr, $300

Compare all 6 planners in Loveland