A complete list of active advisors currently associated with Aspire Advisors, LLC
Warmer can help you find a great advisor at Aspire Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Aspire Advisors, 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.
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