Aspen Wealth Management

Aspen Wealth Management (CRD# 159594) is a financial advisory firm headquartered in Fort Worth, TX. They manage $94,696,623 in 443 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    443
    ACCOUNTS
  • Average Account Value
    $213,762
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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.

LA, TX

Financial Advisors at Aspen Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Helen B. Stephens
CRD#: 2421457
5004 Thompson Terrace, Suite 102, Colleyville, TX 76034
101
Wealthminder
score

Helen Stephens (CRD# 2421457) is an Investment Advisor Representative working at Aspen Wealth Management in Fort Worth, TX and has over 20 years of experience in the finance industry. Helen Stephens 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Kathryn A. Allen
CRD#: 5934449
5004 Thompson Terrace, Suite 102, Colleyville, TX 76034
96
Wealthminder
score

Kathryn Allen (CRD# 5934449) is an Investment Advisor Representative working at Aspen Wealth Management in Colleyville, TX and has over 6 years of experience in the finance industry. Kathryn Allen 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.

3
Nathan W. Davis
CRD#: 6206357
4200 S. Hulen St., Suite 422, Fort Worth, TX 76109
93
Wealthminder
score

Nathan Davis (CRD# 6206357) is an Investment Advisor Representative working at Aspen Wealth Management in Fort Worth, TX and has over 3 years of experience in the finance industry. Nathan Davis 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.

4
Candace Scholz
CRD#: 6782325
4200 S. Hulen St., Suite 422, Fort Worth, TX 76109
90
Wealthminder
score

Candace Scholz (CRD# 6782325) is an Investment Advisor Representative working at Aspen Wealth Management in Fort Worth, TX and has 1 year of experience in the finance industry. Candace Scholz 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.

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