Scott Warner
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
< 1 year
Scott Warner is a financial advisor at Aspen Capital Management, LLC in Boise, ID. He holds a Series 65 designation and has one year of industry experience. His prior work history includes roles at Boise State University, Korn Ferry, Sonoma State University, and service in the United States Marine Corps. Outside of his advisory work, he is a general partner in the Warner Family Partnership, an investment-related business. Aspen Capital Management provides personalized, fee-only financial planning and investment management primarily to individuals and families. The firm manages approximately $1.1 billion on a discretionary basis, employing strategic asset allocation with a focus on global equity, REITs, and multi-sector bond funds.
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)
Boise State University
2024 - 2025 (1 year)
Korn Ferry
2024 - 2024 (1 year)
Sonoma State University
2023 - 2024 (1 year)
Rob Howell Construction
2017 - 2023 (6 years)
Alstom
2017 - 2017 (1 year)
United States Marine Corps
2012 - 2017 (5 years)
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