Aspiriant, LLC

Aspiriant, LLC (CRD# 146720) is a financial advisory firm headquartered in Los Angeles, CA. They manage $9,306,136,000 in 7,041 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,306
    MILLION
  • Total Number of Accounts
    7,041
    ACCOUNTS
  • Average Account Value
    $1,321,707
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
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI

Financial Advisors at Aspiriant, LLC
Showing 1 - 10 of 46 top financial advisors.
1
John D. Allen
CRD#: 4051640
11100 Santa Monica Blvd, Suite 600, Los Angeles, CA 90025
96
Wealthminder
score

John Allen (CRD# 4051640) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 7 years of experience in the finance industry.

2
Marc Castellani
CRD#: 2937879
11100 Santa Monica Boulevard, Suite 600, Los Angeles, CA 90025
96
Wealthminder
score

Marc Castellani (CRD# 2937879) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 13 years of experience in the finance industry. Marc Castellani 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
John J. Collins
CRD#: 5502555
20 Park Place Plaza, 4th Floor, Boston, MA 02116
96
Wealthminder
score

John Collins (CRD# 5502555) is an Investment Advisor Representative working at Aspiriant, LLC in Boston, MA and has over 9 years of experience in the finance industry.

4
Sandra P. Conners
CRD#: 5597731
201 Lomas Santa Fe Dr, Suite 360, Solana Beach, CA 92075
96
Wealthminder
score

Sandra Conners (CRD# 5597731) is an Investment Advisor Representative working at Aspiriant, LLC in Solana Beach, CA and has over 7 years of experience in the finance industry. Sandra Conners 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.

5
Gregory P. Fasig
CRD#: 2088671
201 E. Fifth Street, Suite 1430, Cincinnati, OH 45202
96
Wealthminder
score

Gregory Fasig (CRD# 2088671) is an Investment Advisor Representative working at Aspiriant, LLC in Cincinnati, OH and has over 12 years of experience in the finance industry. Gregory Fasig 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.

6
Michael P. Fitzhugh
CRD#: 2390541
11100 Santa Monica Blvd, Suite 600, Los Angeles, CA 90025
96
Wealthminder
score

Michael Fitzhugh (CRD# 2390541) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 24 years of experience in the finance industry. Michael Fitzhugh 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.

7
Brett A. Gookin
CRD#: 3148230
11100 Santa Monica Blvd, Suite 600, Los Angeles, CA 90025
96
Wealthminder
score

Brett Gookin (CRD# 3148230) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 18 years of experience in the finance industry. Brett Gookin 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.

8
Andrew P. Hamilton
CRD#: 4469637
11100 Santa Monica Blvd, Suite 600, Los Angeles, CA 90025
96
Wealthminder
score

Andrew Hamilton (CRD# 4469637) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 15 years of experience in the finance industry. Andrew Hamilton 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.

9
Neil C. Hokanson
CRD#: 720641
201 Lomas Santa Fe Dr, Suite 360, Solana Beach, CA 92075
96
Wealthminder
score

Neil Hokanson (CRD# 720641) is an Investment Advisor Representative working at Aspiriant, LLC in Solana Beach, CA and has over 36 years of experience in the finance industry. Neil Hokanson 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.

10
Philip J. Kastenholz
CRD#: 4632565
111 East Kilbourn Ave, Suite 1700, Milwaukee, WI 53202
96
Wealthminder
score

Philip Kastenholz (CRD# 4632565) is an Investment Advisor Representative working at Aspiriant, LLC in Milwaukee, WI and has over 16 years of experience in the finance industry. Philip Kastenholz 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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