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Aspire Growth Partners LLC

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Client assets under management

$1,137,664,044

Clients

939

34% high-net worth

Advisors

3

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

313

Very High

Average account size

$1,211,570

About

Aspire Growth Partners is an SEC‑registered investment adviser that serves individuals, high‑net‑worth clients, trusts, estates, retirement plans, charitable organizations and businesses. The firm provides discretionary portfolio management, financial planning and retirement plan advisory services (including ERISA 3(21)/3(38) oversight) and implements portfolios using mutual funds, ETFs, individual stocks and bonds.

The firm describes a primarily long‑term investment approach that draws on fundamental and technical analysis, continuous monitoring and at‑least‑annual formal reviews, while retaining the flexibility to rebalance or trade shorter‑term when client needs or market conditions warrant. Aspire may recommend rollovers, use third‑party independent managers for portions of client portfolios, and executes client accounts through institutional custodians and platform relationships.

Aspire reports roughly $1.187 billion in assets under management across about 939 clients, managing those assets with three advisory professionals—levels that imply an unusually high AUM and client count per advisor compared with many peer teams. The brochure also discloses institutional relationships with Raymond James and Schwab (including receipt of platform benefits and, in Raymond James’s case, financial support during firm formation) and directs readers to independent filings on the SEC’s Investment Adviser Public Disclosure site for third‑party information.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

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

Fee options

Fixed

Fixed fees for financial planning negotiated based on expected hours at hourly rate

Percentage

$0 - $499,999: 1.00% annually $500,000 - $1,999,999: 0.75% annually $2,000,000 - $4,999,999: 0.65% annually $5,000,000+: Negotiable

Project-based

Up to $350 per hour for financial planning services

Other

Fee-only: Financial planning fees charged hourly up to $350 per hour or fixed fee negotiated based on expected hours

Main office location

Aspire Growth Partners LLC

Miromar Lakes FL, United States

Number of offices

2

Most active in

California · Colorado · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Maryland · Michigan · Nebraska · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Wisconsin

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

Jason Z

Series 66

Medina, OH

Aspire Growth Partners LLC

Jason Zangmeister is a financial advisor at Aspire Growth Partners LLC with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James Financial Services and Kestra Advisory Services. Outside of his advisory role, he serves as an endowment committee officer for Bethany English Lutheran Church and as a board member and treasurer for the 19510 Condo Association. Aspire Growth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, tailoring portfolios to client goals, risk tolerance, and tax considerations.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Richard H

CFA®, Series 66

Medina, OH

Aspire Growth Partners LLC

Richard Harris is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He has been with Aspire Growth Partners LLC since 2021 and previously worked at Raymond James Financial Services Advisors Inc. and Steven Zangmeister Financial LLC. Harris is also the owner of Richard Harris Financial Services, LLC. Aspire Growth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, managing approximately $992 million in client assets across diversified portfolios tailored to client goals, risk tolerance, and tax considerations.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Steven Z

ChFC®, Series 63, Series 66

Miromar Lakes, FL

Aspire Growth Partners LLC

Steven Zangmeister is a financial advisor with Aspire Growth Partners LLC, holding the ChFC® designation and Series 63 and 66 licenses, with 38 years of industry experience. He previously worked at Raymond James Financial and operated his own firm, Zangmeister Financial Services. Outside of advising, he is a partner in an unpaid business venture and owns support companies related to his financial advisory work. Aspire Growth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages nearly $1 billion in assets across over 900 client relationships, using a primarily long-term investment approach that combines fundamental and technical analysis tailored to client goals, risk tolerance, and tax considerations.

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