The Aspen Equity Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“The AEG fee schedule is 1.00% to 2.00% annually of assets managed on a discretionary basis, $275 per hour, an established fixed fee, or some combination of these three.”

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

How The Aspen Equity Group bills

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

• “All fees are negotiable within a normal range based on individual services provided.”
• “Compensation is payable during the month services are rendered.”
• “Clients will have five business days after the execution of a new Client Agreement to terminate the Agreement without penalty and receive a full refund of fees paid, if any, minus the new account “initiation fee”.”

How The Aspen Equity Group’s fees compare

• Its hourly rate of $275 matches the Texas median of $275. 50% of the 468 other Texas planners that publish an hourly rate charge less.
• 4 of the 5 other planners in Waco that publish an hourly rate charge less.

About The Aspen Equity Group

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 1992 (34 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

2% a year

Clients

41

Employees

2

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutions

Assets managed

$36,700,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

118282

Website

aspenequitygroup.com (opens in new tab)

Phone

(970) 925-1499

Can advise clients in 2 states: Colorado, Texas

Other planners in Waco that publish fees

• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• Brilliant Financial Strategies LLCWaco$200⁠-⁠$500/hr, $300⁠-⁠$500/mo
• Disciplined Investors, L.L.C.Waco$150⁠-⁠$300/hr
• John Wessler & AssociatesWaco$250/hr, $25,000
• Noble Advisory Group LLCWaco$150/hr
• Open Range Financial Group, LLCWaco$10,000

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