Aspirean Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aspirean Wealth serves individual and high-net-worth clients as well as employer retirement plans, offering comprehensive portfolio management, standalone financial planning, and retirement-plan consulting. The firm manages discretionary client assets and also delivers written plans or consultations on a fee basis, sometimes implementing portfolios through third-party money managers.
The firm’s investment approach is grounded in Modern Portfolio Theory and a buy-and-hold orientation, favoring diversified, passively managed mutual funds and ETFs (with regular use of Dimensional funds) and employing Monte Carlo analysis in planning. Aspirean also uses a roster of third-party managers and custodial platforms to implement and custody client portfolios.
Compared with many peers, the firm discloses representatives who are licensed insurance agents and a representative who provides state-registered tax-preparation services under separate engagements, meaning clients may be offered insurance or tax-prep services in addition to advisory services. The brochure also discloses that employees are compensated for client referrals and that the firm participates in partner programs that provide event reimbursements, all of which are noted as managed through its fiduciary policies.
Client services
Expertise
Fee options
Flat fees generally range from $1,500 to $10,000
Hourly fees generally $450 for financial advisors and $75 for administrative time
Account minimum: $500,000 Minimum fee: Minimum fee of $1,500 for written financial plans Fee-only: Hourly fees generally $450 for financial advisors and $75 for administrative time; Flat fees generally range from $1,500 to $10,000
Main office
See office6 Knoll Lane, Suite B
Mill Valley CA 94941
Advisors at this office
4
Offices (2)
Most active in
California · Florida · Indiana · Michigan · Texas
Also doing business as
Aspirean Wealth, LLC · Grace Financial Associates, LLC
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.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kevin O
Series 65
Chesterton, IN
Aspirean Wealth, LLC
Kevin Ostafinski is a financial advisor with Aspirean Wealth, LLC in Chesterton, IN. He holds a Series 65 designation and has professional experience that includes roles at CLH CPA's & Associates, Luke Family of Brands, and service in the United States Navy. Ostafinski joined Aspirean Wealth in 2025. Aspirean Wealth provides advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, focusing on long-term, asset-allocation-driven strategies using broadly diversified, passively managed mutual funds and ETFs. The firm manages approximately $195 million in assets and employs a team-based approach with ongoing portfolio oversight and periodic client reviews.
Marian J
Series 65
Mill Valley, CA
Aspirean Wealth, LLC
Marian Jung is a financial advisor with Aspirean Wealth, LLC, holding a Series 65 designation and 17 years of industry experience. She has worked with Aspirean Wealth since 2015 and previously held roles in mortgage lending at All California Mortgage and All Western Mortgage. Aspirean Wealth provides advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, focusing on long-term, asset-allocation-driven strategies using diversified, passively managed mutual funds and ETFs. The firm manages approximately $195 million in assets and employs a four-advisor team to conduct portfolio oversight and client reviews.
Paul G
Series 66
Mill Valley, CA
Aspirean Wealth, LLC
Paul Grace is a financial advisor at Aspirean Wealth, LLC with 25 years of industry experience. He has been with Aspirean Wealth, formerly Grace Financial Associates, since 2014 and previously operated Tamalpais Tax Services, Inc. for over three decades. In addition to his advisory role, he provides tax preparation services and offers life insurance, fixed annuities, long-term care, and disability products. Aspirean Wealth serves individuals, high net worth clients, and employer-sponsored retirement plans with comprehensive portfolio management, financial planning, and retirement consulting. The firm employs a long-term, asset-allocation-driven investment approach using diversified, passively managed funds and third-party money managers.
Bradley A
Series 63, Series 66
Chesterton, IN
Aspirean Wealth, LLC
Bradley Alvarez is a financial advisor with Aspirean Wealth, LLC in Chesterton, Indiana, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Aspirean Wealth since 2021 and previously held roles at Securities America Advisors, Securities America Inc, and Legacy Advisors Agency. Aspirean Wealth serves individuals, high net worth clients, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement consulting. The firm employs long-term, asset-allocation strategies based on Modern Portfolio Theory, utilizing diversified, passively managed funds and third-party money managers.
Caleb L
Series 65
Mill Valley, CA
Aspirean Wealth, LLC
Caleb Luis is a financial advisor at Aspirean Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Sports Basement and Rolling Hills Club. Aspirean Wealth provides advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, focusing on long-term, asset-allocation-driven strategies using broadly diversified, passively managed mutual funds and ETFs. The firm manages approximately $195 million in assets and utilizes third-party money managers within a team of four advisors.
Christopher W
Series 63, Series 65
Mill Valley, CA
Aspirean Wealth, LLC
Christopher Winkler is a financial advisor with Aspirean Wealth, LLC in Mill Valley, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America Inc. for over a decade. Outside of advisory, he is involved in periodic life insurance sales through Legacy Advisors Agency. Aspirean Wealth serves individuals, high net worth clients, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement consulting. The firm emphasizes long-term, asset-allocation-driven strategies using broadly diversified, passively managed funds and integrates third-party money managers in client portfolios.
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