White Aspen Capital LLC fees and pricing
Financial planner in Henderson, Nevada. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 9, 2026, White Aspen Capital LLC charges $125 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125/hr
“The rate for creating client financial plans is $125/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How White Aspen Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of WAC's fees within five business days of signing the Investment Advisory Contract.”
- “The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”
- “Refunds for fees paid in advance but not yet earned will be refunded on a prorated basis and returned within fourteen days to the client via check, or return deposit back into the client’s account.”
How White Aspen Capital LLC’s fees compare
- Its hourly rate of $125 is below the Nevada median of $300. 2% of the 64 other Nevada planners that publish an hourly rate charge less.
- None of the 10 other planners in Henderson that publish an hourly rate charge less.
About White Aspen Capital LLC
- Firm size: 2 employees.
- Registered as an adviser: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 68
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and business development companies
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $18,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 308370
- Phone
- (310) 498-0620
Can advise clients in 3 states: California, Nevada, Texas
Other planners in Henderson that publish fees
- Aldrich Investment ManagementHenderson$200/hr, $1,500-$4,000
- Avalon Wealth PartnersHenderson$250/hr, $2,500-$5,000
- Capstone Capital Wealth AdvisorsHenderson$5,000-$20,000
- Curtis Wealth Management LLCHenderson$250/hr
- Diazo, LLCHenderson$1,000-$5,000
- Ensourceful, Inc.Henderson$150/hr
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.