Advisor at Delphi Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Delphi Wealth Partners
Location
Grand Junction, CO 81507
Credentials
CFP®, Series 66
Industry experience
18 years
Aaron Tice is a CFP® professional with 18 years of experience in financial advising, currently practicing at Delphi Wealth Partners in Grand Junction, CO. His prior experience includes roles at Aqua Vita GJ and WSAS Insurance Brokerage, LLC. He also owns a tax preparation business, Tice Tax Ltd., which he operates alongside his advisory work. Delphi Wealth Partners provides financial planning, discretionary portfolio management, and retirement-plan consulting to individuals, charitable organizations, and qualified retirement plans. The firm emphasizes fundamental analysis, ongoing monitoring, and client education, serving both limited-scope and discretionary retirement plan clients.
Based on Delphi Wealth Partners
Qualified plan consulting services: Essential tier $750 annually, Mid-tier $1,500 annually, Comprehensive tier $2,500 annually; Self-Directed Brokerage Account Setup $5,000 one-time fee
$0 - $500,000: 1.00% annually $500,000 - $750,000: 0.90% annually $750,000 - $1,000,000: 0.80% annually $1,000,000 - $1,500,000: 0.75% annually $1,500,000 - $2,500,000: 0.65% annually $2,500,000+: 0.60% annually
$250 per hour with a minimum of 12 hours for financial planning and consulting
Fee-only: $250 per hour with a minimum of 12 hours for financial planning and consulting
2066 Baseline Drive
Grand Junction, CO 81507
Arizona · California · Colorado · Florida · New York · Oregon · Texas · Washington
Aqua Vita GJ
2021 - 2025 (4 years)
Tice Tax Ltd
2020 - Present (6 years)
WSAS Insurance Brokerage, LLC
2015 - 2023 (8 years)
WSAS Insurance Brokerage, LLC
2015 - 2018 (3 years)
West Slope Advisory Services LLC
2015 - Present (11 years)
West Slope Advisory Services LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
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Canyon Creek Investment Advisors
Series 66
Grand Junction, CO
Integrated Benefits, Incorporated
CFA®
Fruita, CO
Canyon Creek Investment Advisors
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