Aspen Wealth Management

Aspen Wealth Management (CRD# 159594) is a financial advisory firm headquartered in Fort Worth, TX. They manage $368,373,809 in 897 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    368
    MILLION
  • Total Number of Accounts
    897
    ACCOUNTS
  • Average Account Value
    $410,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Aspen Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
James A. Davis
CRD#: 6545250
4200 S. Hulen St., Suite 422, Fort Worth, TX 76109

James Davis (CRD# 6545250) is an Investment Advisor Representative working at Aspen Wealth Management in Fort Worth, TX and has over 8 years of experience in the finance industry. James 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.

2
Nathan W. Davis
CRD#: 6206357
4200 S. Hulen St., Suite 422, Fort Worth, TX 76109

Nathan Davis (CRD# 6206357) is an Investment Advisor Representative working at Aspen Wealth Management in Fort Worth, TX and has over 9 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.

3
Candace Scholz
CRD#: 6782325
4200 S. Hulen St., Suite 422, Fort Worth, TX 76109

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.

4
Helen B. Stephens
CRD#: 2421457
4200 S. Hulen St., Suite 422, Fort Worth, TX 76109

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.

5
Matthew A. Quezergue
CRD#: 7250294
4200 S. Hulen St., Suite 422, Fort Worth, TX 76109

Matthew Quezergue (CRD# 7250294) is an Investment Advisor Representative working at Aspen Wealth Management in Fort Worth, TX and has 1 year of experience in the finance industry. Matthew Quezergue 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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