Aspen Wealth Planners LLC

Overview

Aspen Wealth Planners LLC is an independent registered investment adviser that focuses on serving individual and family clients, with additional work for small-business owners. The firm favors equity-centered portfolios, with nearly half of its reported assets held in exchange-traded equities and ETFs, and it delivers both portfolio management and financial planning services. Fee arrangements are flexible — the firm charges a percentage of AUM and also offers hourly and fixed-fee engagements — which suits clients seeking ongoing investment oversight as well as project-based planning work. Investment activity is advisory and largely non-discretionary, meaning Aspen Wealth Planners typically makes recommendations while clients retain trading authority. That advisory posture shapes how the firm structures portfolios and client conversations: emphasis on clear asset allocation, use of liquid public vehicles for the core of portfolios, and selective use of third-party alternative offerings where appropriate. Custody and execution are consolidated through a single large custodian, which supports product access and operational efficiency.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices