Aspect Partners, LLC logo

Aspect Partners, LLC

Updated today

Client assets under management

$396,842,547

Clients

280

45% high-net worth

Advisors

5

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

56

Typical

Average account size

$1,417,295

About

Aspect Partners provides investment advisory services to a mix of individual and institutional clients, including high‑net‑worth individuals, trusts, pension and profit‑sharing plans, corporations and retirement plan sponsors. The firm’s service menu in the brochure includes discretionary asset management, comprehensive portfolio management, standalone financial planning and retirement plan consulting, and referrals to third‑party money managers.

Portfolios are built from individual stocks, bonds, ETFs, options, mutual funds and other public and private securities, with continuous monitoring and rebalancing and the use of third‑party sub‑advisors where appropriate. The firm describes use of quantitative and technical analysis in its investment process, conducts due diligence on third‑party managers, and delivers periodic account reviews to align holdings with clients’ objectives and risk tolerance.

Aspect Partners manages roughly $418 million for about 280 clients and operates with a five‑advisor team, and its disclosures indicate it serves institutional clients that can include insurance companies—an uncommon client type for firms in this category. The brochure also discloses that representatives engage in broker‑dealer and insurance activities and that the firm provides estate‑planning support via third‑party software and document services, matters it identifies and addresses as potential conflicts in its regulatory disclosures.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Active portfolio management

Fee options

Fixed

Estate planning services billed at $500 for estate planning documents, $500 for durable powers of attorney and advance medical directives; retirement plan consulting flat fees range from $5,000 to $50,000

Commissions

Representatives may accept commissions from securities sales through Private Client Services, LLC

Other

Minimum fee: $6,000 minimum fee for Asset Management service Fee-only: Financial planning and consulting fees charged on a flat fee or recurring fee basis, flat fees up to $100,000, recurring annual fees up to $100,000, estate planning services $500 per document

Main office location

Aspect Partners, LLC

2677 Prosperity Ave, Suite 380

Fairfax VA 22031, United States

Number of offices

2

Most active in

California · District of Columbia · Florida · Maryland · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Benjamin S

Series 63, Series 65, Series 66

Fairfax, VA

Aspect Partners, LLC

Benjamin Seamans is a financial advisor with Aspect Partners, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corp and Almanack Investment Partners, LLC. In addition to his advisory work, he is a licensed insurance agent offering accident, disability, annuity, life, and long-term care insurance products. Aspect Partners serves a diverse client base including individuals, trusts, estates, retirement plans, nonprofits, and insurance company clients. The firm provides discretionary asset management, financial planning, and retirement-plan consulting, utilizing individualized investment strategies and a range of securities under a fiduciary standard.

Options & derivatives strategies Active portfolio management
user avatar

John S

Series 66

Fairfax, VA

Aspect Partners, LLC

John Shanley is a financial advisor at Aspect Partners, LLC in Fairfax, VA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Private Client Services and Obsidian Planning Solutions, as well as experience outside finance including involvement with a brewery and a golf and hunt club. He is also an investor in Nurev.IO, a software company focused on website content monetization. Aspect Partners serves individuals, trusts, estates, retirement plans, nonprofits, and insurance company clients, offering discretionary asset management, comprehensive portfolio management, and financial planning. The firm uses individualized investment advice, employing quantitative and technical analysis with a range of securities, and operates under a fiduciary standard.

Options & derivatives strategies Active portfolio management
user avatar

Tyler M

Series 66

Charleston, SC

Aspect Partners, LLC

Tyler Mc Ardle is a financial advisor with Aspect Partners, LLC, holding a Series 66 designation and six years of industry experience. His work history includes roles at Almanack Investment Partners, Lincoln Financial Advisors, and Private Client Services. Aspect Partners serves individuals, trusts, estates, retirement plans, nonprofits, and insurance company clients, offering discretionary asset management, financial planning, and retirement-plan consulting. The firm utilizes individualized investment advice with a range of securities and employs quantitative and technical analysis under a fiduciary standard.

Options & derivatives strategies Active portfolio management
user avatar

Lindsey V

Series 66

Fairfax, VA

Aspect Partners, LLC

Lindsey Vardi is a financial advisor at Aspect Partners, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Lincoln Financial Advisors Corporation and Almanack Investment Partners, LLC. Lindsey also performs notary services for client documents as part of her professional activities. Aspect Partners serves a diverse client base including individuals, trusts, estates, retirement plans, nonprofits, and insurance companies. The firm offers discretionary asset management, financial planning, and retirement-plan consulting, utilizing quantitative and technical analysis along with a fiduciary standard in managing portfolios that may include a range of securities and strategies.

Options & derivatives strategies Active portfolio management
user avatar

Bard M

CFP®, Series 63, Series 65

Fairfax, VA

Aspect Partners, LLC

Bard Malovany is a CFP® with 29 years of industry experience. He is currently with Aspect Partners, LLC, where he has worked since 2022, and has prior experience at Lincoln Financial Advisors Corp and Almanack Investment Partners, LLC. Malovany is also involved in selling disability and traditional life insurance through his ownership role at Aspect Partners. Aspect Partners serves individuals, trusts, estates, retirement plans, nonprofits, and insurance company clients, providing discretionary asset management, portfolio management, financial planning, and retirement-plan consulting. The firm uses individualized investment advice with a range of securities and employs quantitative and technical analysis, operating under a fiduciary standard.

Options & derivatives strategies Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")