Aspen Leaf Partners

Aspen Leaf Partners (CRD# 165676) is a financial advisory firm headquartered in , . They manage $16,039,542 in 178 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    178
    ACCOUNTS
  • Average Account Value
    $90,110
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, OH, TX

Financial Advisors at Aspen Leaf Partners
Showing 1 - 3 of 3 top financial advisors.
1
Jason C. Taylor
CRD#: 4470837
Golden, CO
96
Wealthminder
score

Jason Taylor (CRD# 4470837) is an Investment Advisor Representative working at Aspen Leaf Partners in Golden, CO and has over 14 years of experience in the finance industry. Jason Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gregory B. Lessard
CRD#: 4958189
Golden, CO
93
Wealthminder
score

Gregory Lessard (CRD# 4958189) is an Investment Advisor Representative working at Aspen Leaf Partners in Golden, CO and has over 12 years of experience in the finance industry.

3
Joseph E. Arioto
CRD#: 5922293
Golden, CO
90
Wealthminder
score

Joseph Arioto (CRD# 5922293) is an Investment Advisor Representative working at Aspen Leaf Partners in Golden, CO and has over 5 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.