A complete list of active advisors currently associated with Aspen Wealth Planners LLC

Warmer can help you find a great advisor at Aspen Wealth Planners LLC or one who fits your needs even better.

Aspen Wealth Planners is a fee-only financial planning firm that provides comprehensive financial planning, portfolio management, and hourly consulting to individual and high-net-worth clients. The firm is operated by a single CFP® professional and, as of the latest filing, manages roughly $34.6 million in client assets across a small client base of about 28 households. The firm’s investment process relies on fundamental analysis and tailors portfolios to each client’s tax situation, risk tolerance, and personal goals, typically recommending no-load mutual funds, ETFs, bond funds, U.S. government securities, and CDs as appropriate. Portfolio management is provided on a non‑discretionary basis, so the adviser seeks client approval before executing trades, and accounts are custodied through Schwab Institutional with regular reviews and rebalancing as warranted. What is distinctive about the firm is its concentration of non‑discretionary assets—reporting no discretionary AUM—which is uncommon among independent advisers of this type, and its practice of including investment management within its comprehensive retainer offering. The firm also maintains an insurance license solely to provide advice rather than to sell insurance products, operates without accepting third‑party commissions or performance fees, and does not take custody of client assets.

To learn more about the advisors currently working at Aspen Wealth Planners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.