Aspire Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$41,236,536
Total clients
208
2% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
69
Average account size
$198,253
About
Aspire Financial, Inc. is a small, state-registered adviser with three advisors managing roughly $41.2 million across about 209 accounts. The firm serves individual clients (including high‑net‑worth households) and also provides services to pension and profit‑sharing plans, offering tailored financial planning and individualized portfolio management.
The firm’s investment approach centers on individualized asset allocation with an emphasis on value, safety, and quality and a strong focus on risk control; research inputs include market publications, third‑party research and company filings. Portfolio management is conducted on a primarily non‑discretionary basis, so advisors typically recommend trades but obtain client approval before execution and accept written client restrictions.
Aspire is notable for the combination of business activities disclosed in its brochure: the owners also operate an affiliated broker‑dealer and a public accounting practice, and many of the firm’s investment personnel hold CPA and FINRA credentials; the brochure discloses the potential conflicts that arise from commissions and accounting fees and describes mitigation steps. The firm also provides written financial plans on an hourly basis and allows fee deductions from custodial accounts, practices that are presented alongside its non‑discretionary, advice‑forward model.
Client services
Fee options
Commissions paid separately through affiliated broker-dealer Fund Investors, Inc.
$150 per hour with minimum of 3 hours per engagement for financial planning services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Main office location
Aspire Financial, Inc.
510 East High Street
Ebensburg PA 15931, United States
Number of offices
1
Forms ADV
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")