Aspire Wealth logo

Aspire Wealth

Updated today

Client assets under management

$74,103,963

Clients

140

16% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

28

Very Low

Average account size

$529,314

About

Aspire Wealth serves individuals (including high-net-worth clients), businesses, charities and retirement plans with a mix of comprehensive financial planning, single-topic consulting, ongoing portfolio management and retirement plan consulting. The firm offers written financial plans and ongoing advisory relationships, and also provides licensed model signals to other registered investment advisers under a separate arrangement.

Investment advice is delivered primarily through customized portfolios built from the firm’s proprietary model portfolios, with discretionary authority to implement tactical asset allocation, fundamental and technical analysis, and modern portfolio theory-based rebalancing. Portfolios can include mutual funds, ETFs (including crypto ETFs per a recent update), individual securities and fixed income, and the firm monitors accounts daily with at least monthly formal reviews.

What is distinctive about Aspire Wealth compared with most team firms is its affiliation with other registered investment advisers and its licensed model-signal business—its owners are managing partners and dually registered with another adviser that distributes the firm’s signals to outside advisers. The firm also discloses an institutional relationship with its recommended custodian that provides technology and support services to the firm, a six-month fee-reimbursement policy for new clients, and a typically required but waivable account minimum.

Client services

Financial planning Portfolio management Pension consulting

Expertise

ESG / Sustainable investing

Fee options

Fixed

Financial planning services fixed fees ranging from $500 to $25,000

Percentage

up to 1.25% annually (negotiable; based on account size)

Project-based

Consulting services hourly rate ranges from $100 to $200

Other

Account minimum: $250,000 (waivable) Fee-only: Financial planning fixed fees from $500 to $25,000, negotiable and may be waived; hourly consulting fees $100 to $200 per hour

Main office location

Aspire Wealth

5659 N Kraft Lake Dr

Caledonia MI 49316, United States

Number of offices

2

Most active in

Michigan

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

Derek P

CFP®, CFA®, Series 66

Caledonia, MI

Aspire Wealth

Derek Prusa is a CFP®, CFA®, and Series 66-registered financial advisor with nine years of industry experience. He is currently a managing member and Chief Compliance Officer at Aspire Wealth, where he has worked since 2020, and also serves as managing partner at Advisor 123 LLC, providing investment signals to other advisors. Prior to these roles, he worked at Retirement Wealth Advisory and FormulaFolio Investments. Aspire Wealth serves individuals, businesses, charities, and retirement plans with comprehensive financial planning, consulting, and portfolio management. The firm uses proprietary model portfolios and tactical asset allocation, combining fundamental and technical analysis with modern portfolio theory, and maintains an affiliated model-signal business distributing licensed models to other registered investment advisers.

ESG / Sustainable investing
user avatar

Benjamin W

CFP®, Series 63, Series 65

Caledonia, MI

Aspire Wealth

Benjamin Webster is a CFP® with 10 years of industry experience, currently serving as a managing member and investment adviser representative at Aspire Wealth in Caledonia, MI. He is also a managing partner at Advisor 123 LLC, where he provides trading signals to other investment advisers. Webster’s prior experience includes roles at Retirement Wealth Advisors, FormulaFolios, and LPL. Aspire Wealth serves individuals, businesses, charities, and retirement plans with comprehensive financial planning, consulting, and portfolio management. The firm uses proprietary model portfolios and offers discretionary management incorporating tactical asset allocation, fundamental and technical analysis, and modern portfolio theory.

ESG / Sustainable investing
user avatar

Brian P

Series 65

Caledonia, MI

Aspire Wealth

Brian Platte is a financial advisor at Aspire Wealth with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Advisor 123 LLC, Full Spectrum Retirement Services, and Retirement Wealth Advisors. Outside of his advisory roles, he serves as president of Fynch, Inc., a technology company based in Grand Rapids, MI. Aspire Wealth serves individuals, businesses, charities, and retirement plans through comprehensive financial planning, consulting, and portfolio management. The firm uses proprietary model portfolios and provides licensed model signals to other registered investment advisers.

ESG / Sustainable investing
user avatar

Andrew V

Series 65

Caledonia, MI

Aspire Wealth

Andrew Vander Schaaf is a financial advisor with Advisor 123 LLC in Caledonia, MI, holding a Series 65 designation and eight years of industry experience. He has previously worked at Aspire Wealth, Retirement Wealth Advisors, and FormulaFolios. Vander Schaaf serves as Director of Business Development and Investment Adviser Representative at Advisor 123 LLC, where he provides investment signals to other advisers. Advisor 123 LLC offers consulting and subscription-based investment signals primarily to registered investment advisers rather than individual retail clients. The firm uses a combination of analytical approaches and supports various asset classes, providing customizable subscription signals reviewed internally before delivery.

ESG / Sustainable investing
user avatar

Curtis W

CFP®

Caledonia, MI

Aspire Wealth

Curtis Wells is a CFP® professional with six years of industry experience, currently serving at Advisor 123 LLC. His prior experience includes roles at Brookstone Capital Management and Regal Financial Group, as well as a four-year tenure at Cornerstone University. Advisor 123 LLC provides consulting and subscription-based investment signals primarily to other registered investment advisers. The firm employs a variety of analytical approaches and supports multiple asset classes, offering customizable subscription services without taking custody of client assets.

ESG / Sustainable investing
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")