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Aspire Advisors, LLC

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Client assets under management

$100,242,947

Clients

116

29% high-net worth

Advisors

6

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

19

Very Low

Average account size

$864,163

About

Aspire Advisors provides investment management, financial planning, retirement planning, and consulting to individuals (including high-net-worth households) and to pension and other employee benefit plans. The firm manages approximately $109.2 million on a discretionary basis and also serves as a pension consultant for retirement-plan assets with an aggregate value of roughly $1.18 billion.

For individual clients Aspire generally implements model portfolios composed of mutual funds and ETFs and tailors portfolios by assessing risk tolerance, time horizon and liquidity needs; for corporate retirement-plan clients it typically creates an investment policy statement and focuses on mutual-fund lineups. The firm uses a combination of fundamental and technical analysis, conducts at least annual account reviews, and utilizes Fidelity’s Wealthscape platform and related support for trading and reporting.

Aspire is under common control with Hamilton Cavanaugh, an SEC-registered broker-dealer, and related insurance agencies, and certain supervised persons are licensed to effect commission securities or insurance transactions on an exception basis; the brochure discloses the resulting conflicts (including rollover recommendations and fee-offset arrangements for ERISA accounts) and notes supervised persons devote about 1% of their time to such commission business. The firm also discloses receipt of custodial and trading benefits from Fidelity (software access, trading desk, block trading and duplicate reporting), which it says may influence its selection of a custodian.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Fixed financial planning and consulting fees generally range from $1,000 to $3,000 depending on scope of services.

Percentage

$0 - $100,000: 1.25% $100,001 - $250,000: 1.00% $250,001 - $500,000: 0.75% $500,001+: 0.50%

Commissions

Certain supervised persons may offer securities brokerage services and insurance products under commission arrangement in individual capacities.

Project-based

Hourly financial planning and consulting fees, generally $250 per hour.

Other

Minimum fee: Corporate Pension and Retirement Plan Clients minimum annual fee of $5,000, may be waived at firm's discretion Fee-only: Financial planning and consulting fees charged hourly or fixed fee basis; hourly fees generally $250/hour; fixed fees generally $1,000 to $3,000; negotiable; included in investment management fee for clients with $1,000,000 or more assets managed.

Main office location

Aspire Advisors, LLC

661 North Broadway

North White Plains NY 10603, United States

Number of offices

1

Most active in

Florida · New Jersey · New York

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

Michael N

Series 63, Series 65

North White Plains, NY

Aspire Advisors, LLC

Michael Noschese is a financial advisor with Aspire Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Hamilton Cavanaugh & Associates, Inc. from 2004 to 2016 and again from 2017 to the present. Noschese assists with general information at Aspire Advisors on a non-compensated basis. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages client accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis in its research.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Barbara I

Series 63, Series 65

North White Plains, NY

Aspire Advisors, LLC

Barbara Ingenito is a financial advisor at Aspire Advisors, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hamilton Cavanaugh Investment Brokers, Inc. and Hamilton Cavanaugh, Inc. since the late 1980s. At Aspire Advisors, she serves as Executive Vice President, contributing to the firm’s management and financial advisory services. Aspire Advisors provides investment management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages client assets using model portfolios tailored to risk tolerance and time horizon, combining fundamental and technical analysis with annual account reviews.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Jack L

Series 65

North White Plains, NY

Aspire Advisors, LLC

Jack Longden is a financial advisor at Aspire Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Aspire Advisors, he worked at Wells Fargo Advisors and Northwestern Mutual and held roles at Roger Williams University. He also assists Hamilton Cavanaugh & Associates, Inc. on a limited, non-registered basis. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages client accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis in its research.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Kevin H

Series 63, Series 65

North White Plains, NY

Aspire Advisors, LLC

Kevin Hamilton is a financial advisor at Aspire Advisors, LLC with four years of industry experience. He holds the Series 63 and Series 65 designations. Outside of his advisory role, Hamilton has a minority ownership interest in a car wash business where he is involved in active management. Aspire Advisors provides investment management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages approximately $105.8 million in client assets and combines fundamental and technical analysis in its discretionary portfolio management, primarily using mutual funds and ETFs tailored to client risk profiles.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

John H

Series 63, Series 65

North White Plains, NY

Aspire Advisors, LLC

John Hamilton Jr. is a financial advisor with Aspire Advisors, LLC, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been involved with Hamilton Cavanaugh Investment Brokers, Inc. since 1993 and Hamilton Cavanaugh, Inc. since 1986. Outside of advisory work, he manages an active car wash business through Upscale Enterprises, LLC. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages approximately $105.8 million in client assets and serves as a pension consultant for plans totaling about $1.02 billion, using a discretionary approach with model portfolios primarily composed of mutual funds and ETFs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

James R

Series 65

North White Plains, NY

Aspire Advisors, LLC

James Rank is a financial advisor at Aspire Advisors, LLC with 8 years of industry experience. He holds a Series 65 designation and has been with Aspire Advisors since 2012. Outside of his advisory role, he dedicates a portion of his time to consulting on retirement plan service engagements and client relations for Hamilton Cavanaugh & Associates, Inc., a broker-dealer. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting services to individuals, corporations, and employee benefit plans. The firm manages client assets predominantly through discretionary model portfolios and combines fundamental and technical analysis in its research.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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