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Aspire Capital Advisors LLC

Updated today

Client AUM

$1,007,432,307

Clients

1,956

Advisors

13

across 2 offices

About

Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals (including high-net-worth clients), trusts, estates, businesses, charities, and retirement plans, offering discretionary portfolio management, written financial plans, and retirement plan advisory where it may serve in an ERISA fiduciary capacity. The firm operates as a multi-team adviser and typically delivers ongoing client contact and portfolio supervision across those client types.

The firm’s investment approach is primarily long-term and fundamental in orientation, constructing customized portfolios that commonly use low-cost, diversified mutual funds and ETFs while also incorporating individual stocks, bonds, and occasional short-term trading for rebalancing or cash needs. Aspire Capital may allocate portions of portfolios to unaffiliated independent managers and operates with an institutional custody relationship that supports execution, reporting, and back-office services.

Aspire Capital’s brochure discloses several non‑advisory affiliations that are less common among peers: certain advisory personnel are registered representatives of a broker-dealer and the firm has affiliated insurance and real estate activities, with a licensed real estate professional who may provide separate real estate services and receive customary commissions. With roughly $1.23 billion in assets under management across a multi-team of advisors operating under multiple d/b/a names, these additional service channels and affiliated activities are identified and disclosed as part of the firm’s oversight and potential conflicts considerations.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Fixed fees for financial planning engagements based on expected hours; flat fees or annual flat fees for retirement plan advisory services.

Percentage

up to 1.00% annually

Commissions

Certain Advisory Persons earn commissions as registered representatives of M.S. Howells & Co., separate from Aspire Capital fees.

Project-based

Up to $250 per hour for financial planning services.

Main office

See office

1815 North 45th Street, Suite 105

Seattle WA 98103

Advisors at this office

12

Most active in

Alaska · Arizona · California · Colorado · Florida · Georgia · Hawaii · Idaho · Louisiana · Maryland · Minnesota · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New York · Oregon · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin

Also doing business as

Afg Financial · Aspire Capital Advisors LLC · Aspire Capital Advisors, LLC · Kirkland Financial Advisers · Sound Financial Investments, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michelle G

Series 66

Seattle, WA

Aspire Capital Advisors LLC

Michelle George is a financial advisor at Aspire Capital Advisors LLC with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Bovey & Associates. In addition to her advisory role, she assists clients with filing tax returns for a fee. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach centered on fundamental analysis and low-cost mutual funds and ETFs, while also conducting internal due diligence and regular account reviews.

General retirement planning Retirement plans for business owners (SEP, solo 401k)
user avatar

Michelle F

Series 65

Seattle, WA

Aspire Capital Advisors LLC

Michelle Fjetland is a Series 65-licensed advisor with Aspire Capital Advisors LLC in Kirkland, WA, where she has worked since 2021. She has eight years of experience at Kirkland Financial Advisers and previously spent eight years at Gary's Process Service. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to a range of clients including individuals, trusts, estates, businesses, and charities. The firm employs a primarily long-term, fundamental analysis-based investment approach and manages about $1 billion in client assets across multiple offices.

General retirement planning Retirement plans for business owners (SEP, solo 401k)
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Angela J

CFP®, Series 63, Series 65

Seattle, WA

Aspire Capital Advisors LLC

Angela Jolley is a CFP® professional with 23 years of industry experience. She is currently with Aspire Capital Advisors LLC, where she has worked since 2021. Her prior experience includes roles at M.S. Howells & Co., Kirkland Financial Adviser, Arbor Point Advisors, and Securities America, Inc., among others. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach grounded in fundamental analysis and manages about $1 billion in client assets across multiple offices.

General retirement planning Retirement plans for business owners (SEP, solo 401k)
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Timothy B

ChFC®, Series 63, Series 65

Seattle, WA

Aspire Capital Advisors LLC

Timothy Bovey is a financial advisor at Aspire Capital Advisors LLC with 29 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at MS Howells & Co., Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory work, Bovey is a ski instructor at Ski Masters and serves as secretary/treasurer for the Highline Youth Foundation, which operates a free camp for children. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach centered on fundamental analysis, utilizing low-cost mutual funds and ETFs, and conducts internal due diligence and periodic account reviews.

General retirement planning Retirement plans for business owners (SEP, solo 401k)
user avatar

John F

CFP®, ChFC®, Series 63, Series 65

Seattle, WA

Aspire Capital Advisors LLC

John Flavin is a financial advisor with Aspire Capital Advisors LLC in Seattle, WA, holding CFP® and ChFC® designations and 24 years of industry experience. He has worked at Aspire since 2018 and previously spent over 16 years with Synergy Financial Services, Inc. and Synergy Financial Management LLC. Flavin also operates Flavin Financial, Inc., a business he has maintained since 1998, and is licensed in insurance-related activities outside of investment advisory work. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term, fundamental analysis-driven investment approach, utilizing low-cost mutual funds and ETFs, and operates multiple offices managing approximately $1 billion in client assets.

General retirement planning Retirement plans for business owners (SEP, solo 401k)
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Katherine P

Series 65

Seattle, WA

Aspire Capital Advisors LLC

Katherine Policani is a financial advisor with Aspire Capital Advisors LLC in Seattle, WA. She holds a Series 65 designation and has been with the firm or its dba, AFG Financial, LLC, since 2017. Prior to this, she was involved with Seed Church from 2015 to 2018. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charities, and retirement plans. The firm takes a primarily long-term, fundamental approach to investing, offering customized portfolios that utilize low-cost mutual funds, ETFs, individual securities, and occasional short-term trading, and serves clients through a multi-team structure.

General retirement planning Retirement plans for business owners (SEP, solo 401k)
user avatar

Eric L

Series 65

Seattle, WA

Aspire Capital Advisors LLC

Eric Lansford is a financial advisor at Aspire Capital Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms, including Sound Financial Investments, Inc. and Puget Sound Financial Strategies, Inc. Lansford is also involved in private lending through LAKEN Investments, LLC. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach focused on fundamental analysis and uses a mix of low-cost mutual funds, ETFs, individual securities, and independent managers, operating across multiple offices with about $1 billion in client assets.

General retirement planning Retirement plans for business owners (SEP, solo 401k)
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Tyler P

Series 63, Series 65

Seattle, WA

Aspire Capital Advisors LLC

Tyler Proffitt is a financial advisor at Aspire Capital Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pacific Life Insurance for 13 years. In addition to his advisory role, he is a licensed insurance professional involved in the sales of fixed and traditional insurance products. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm emphasizes a long-term investment approach grounded in fundamental analysis, utilizing low-cost mutual funds and ETFs, and operates multiple offices with approximately $1 billion in client assets.

General retirement planning Retirement plans for business owners (SEP, solo 401k)
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Charles S

Series 63, Series 65

Seattle, WA

Aspire Capital Advisors LLC

Charles Scheinbaum is a financial advisor with Aspire Capital Advisors LLC in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at M.S. Howells & Co., Arbor Point Advisors, Securities America Advisors, and Valic Financial Advisors. Outside of his advisory work, he serves as president of a condominium association, involving decision-making and meeting coordination. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, businesses, charities, and retirement plans. The firm employs a primarily long-term, fundamental investment approach, constructing customized portfolios with low-cost mutual funds, ETFs, individual securities, and occasional trading, while serving clients through a multi-team advisory structure.

General retirement planning Retirement plans for business owners (SEP, solo 401k)
user avatar

Emir K

Series 63, Series 65

Seattle, WA

Aspire Capital Advisors LLC

Emir Kljucanin is a financial advisor at Aspire Capital Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC, KeyBank, J.P. Morgan Securities LLC, Amazon, JPMorgan Chase Bank, PacSun, and Men's Wearhouse. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach based on fundamental analysis and utilizes low-cost mutual funds and ETFs, with internal due diligence and periodic account reviews.

General retirement planning Retirement plans for business owners (SEP, solo 401k)
user avatar

Sheila S

Series 65

Seattle, WA

Aspire Capital Advisors LLC

Sheila Snowdon is a financial advisor at Aspire Capital Advisors LLC in Seattle, WA, holding a Series 65 credential with eight years of industry experience. Her prior work includes roles at AE Wealth Management, LLC and Global Financial Private Capital, LLC. Outside of advisory services, she is also licensed as an insurance agent and devotes part of her time to insurance sales and implementation. Aspire Capital Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charities, and retirement plans. The firm manages customized portfolios using a primarily long-term, fundamental approach with diversified mutual funds, ETFs, individual securities, and occasional short-term trading, and operates as a multi-team adviser offering ongoing client contact and portfolio supervision.

General retirement planning Retirement plans for business owners (SEP, solo 401k)
user avatar

Bryan H

ChFC®, Series 66

Burnsville, MN

Aspire Capital Advisors LLC

Bryan Halicki is a financial advisor at Aspire Capital Advisors LLC with seven years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Aspire Capital Advisors, he worked at multiple firms, including Securities America Advisors and Highland Capital Brokerage. Outside of his advisory role, he participates in Toastmasters to develop public speaking skills. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach focused on fundamental analysis and low-cost mutual funds and ETFs, while also using independent managers and conducting regular portfolio reviews.

General retirement planning Retirement plans for business owners (SEP, solo 401k)
user avatar

Shaun D

Series 63, Series 65

Seattle, WA

Aspire Capital Advisors LLC

Shaun Dean is a financial advisor at Aspire Capital Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including M.S. Howells & Co., Arbor Point Advisors, and Securities America, Inc. Outside of his advisory role, he consults for a consumer services business, Anne Marie Aesthetics, in Bellevue, WA. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach based on fundamental analysis and utilizes low-cost mutual funds and ETFs, with periodic use of individual securities and independent managers.

General retirement planning Retirement plans for business owners (SEP, solo 401k)
View complete list of advisors at this firm
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