Aspire Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$100,242,947
Clients
116
Advisors
7
of 8 employees
About
Aspire Advisors provides investment management, financial planning, retirement planning, and consulting to individuals (including high-net-worth households) and to pension and other employee benefit plans. The firm manages approximately $109.2 million on a discretionary basis and also serves as a pension consultant for retirement-plan assets with an aggregate value of roughly $1.18 billion.
For individual clients Aspire generally implements model portfolios composed of mutual funds and ETFs and tailors portfolios by assessing risk tolerance, time horizon and liquidity needs; for corporate retirement-plan clients it typically creates an investment policy statement and focuses on mutual-fund lineups. The firm uses a combination of fundamental and technical analysis, conducts at least annual account reviews, and utilizes Fidelity’s Wealthscape platform and related support for trading and reporting.
Aspire is under common control with Hamilton Cavanaugh, an SEC-registered broker-dealer, and related insurance agencies, and certain supervised persons are licensed to effect commission securities or insurance transactions on an exception basis; the brochure discloses the resulting conflicts (including rollover recommendations and fee-offset arrangements for ERISA accounts) and notes supervised persons devote about 1% of their time to such commission business. The firm also discloses receipt of custodial and trading benefits from Fidelity (software access, trading desk, block trading and duplicate reporting), which it says may influence its selection of a custodian.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning and consulting fees generally range from $1,000 to $3,000 depending on scope of services.
$0 - $100,000: 1.25% $100,001 - $250,000: 1.00% $250,001 - $500,000: 0.75% $500,001+: 0.50%
Certain supervised persons may offer securities brokerage services and insurance products under commission arrangement in individual capacities.
Hourly financial planning and consulting fees, generally $250 per hour.
Minimum fee: Corporate Pension and Retirement Plan Clients minimum annual fee of $5,000, may be waived at firm's discretion Fee-only: Financial planning and consulting fees charged hourly or fixed fee basis; hourly fees generally $250/hour; fixed fees generally $1,000 to $3,000; negotiable; included in investment management fee for clients with $1,000,000 or more assets managed.
Main office
661 North Broadway
North White Plains NY 10603
Advisors at this office
7
Most active in
Florida · New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)