Rachel Lysne
Advisor at Aspen Capital Management, LLC
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.
Advisor at Aspen Capital Management, LLC
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.
Location
Boise, ID 83702
Credentials
Series 65
Industry experience
7 years
Rachel Lysne is a financial advisor at Aspen Capital Management, LLC in Boise, ID, holding a Series 65 designation with seven years of industry experience. Her prior work includes roles in publishing and tutoring, as well as a period of extended travel. Aspen Capital Management provides personalized, fee-only financial planning and investment management primarily to individuals and families, utilizing strategic asset allocation with a focus on global equities, REITs, and multi-sector bond funds. The firm manages approximately $1.1 billion on a discretionary basis and emphasizes regular portfolio reviews and the use of no-load mutual funds and ETFs.
Based on Aspen Capital Management, LLC
Financial planning fees range from $2,000 to $10,000, negotiable
Starts at 1.00% per year and declines to 0.35% per year based on aggregate assets under management; fees are negotiable
Minimum fee: Minimum quarterly fee of $1,250 (negotiable) Fee-only: Fee-only financial planning and investment management; no commissions accepted
101 S Capitol Blvd, Suite 610
Boise, ID 83702
Idaho
Aspen Capital Management
2025 - Present (1 year)
Aspen Capital Management
2021 - Present (5 years)
Aspen Capital Management
2018 - 2021 (3 years)
Extended travel
2017 - 2018 (1 year)
Elevate Publishing
2016 - 2017 (1 year)
PCH Tutors
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")