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Andy Mcclaflin

Advisor at Aspen Wealth Strategies, LLC

Updated today

Location

Arvada, CO 80002

Credentials

Series 63, Series 66

Industry experience

22 years

About

Andy McClaflin is a financial advisor with Aspen Wealth Strategies, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked with firms including Raymond James Financial Services and Aspen Wealth Planning LLC. Outside of his advisory role, McClaflin is involved in business ownership as CEO of RAR Ltd. and Standard Equine LLC, which focuses on equine training and sales. Aspen Wealth Strategies is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a combination of fundamental research and proprietary quantitative algorithms to build diversified portfolios using mutual funds, ETFs, and alternative investments, with a notable emphasis on the use of derivatives in separately managed accounts.

Client services

Based on Aspen Wealth Strategies, LLC

Financial planning Portfolio management

Expertise

Based on Aspen Wealth Strategies, LLC

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management

Fee options

Percentage

$0 - $499,999: 1.60% annually $500,000 - $999,999: 1.40% annually $1,000,000 - $1,499,999: 0.90% annually $1,500,000 - $1,999,999: 0.70% annually $2,000,000 - $2,499,999: 0.65% annually $2,500,000 - $2,999,999: 0.45% annually $3,000,000+: Negotiable

Project-based

$299/hour for standalone financial planning services

Subscriptions

$120/month for ongoing financial planning services

Other

Fee-only: Financial planning standalone hourly rate $299/hour; ongoing planning $120/month; wealth management and investment management fees are fee-only

Location

8333 Ralston Road,, Suite 2

Arvada, CO 80002

Most active in

Colorado · Texas

Work history

Aspen Wealth Planning LLC

2024 - Present (2 years)

Aspen Wealth Strategies, LLC

2020 - Present (6 years)

RAR Ltd.

2018 - Present (8 years)

M & M Boat LLC

2018 - 2021 (3 years)

McClaflin Real Estate LLC

2017 - Present (9 years)

Non-Variable Insurance

2014 - 2021 (7 years)

McClaflin Financial

2013 - 2018 (5 years)

Raymond James Financial Services Advisors INC.

2013 - 2020 (7 years)

Raymond James Financial Services, inc.

2013 - 2020 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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CFP®, ChFC®, Series 63

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College savings (529s, UTMA, etc.) Executive Founder/Business Owner Consultant Technology Professional Mid-Career Professionals Approaching retirement Dual Income Family
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Income planning General tax planning Options & derivatives strategies
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General tax planning Wealth management Income planning Disability insurance
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