Aspired Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,990,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
53
2% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
53
Average account size
$94,151
About
Aspired Wealth Planning LLC provides discretionary asset management and financial planning and consulting to individuals, high‑net‑worth individuals, and businesses. It offers ongoing portfolio management plus tailored planning engagements that address retirement, estate, tax considerations, employer benefits and other client‑selected topics.
The firm applies Modern Portfolio Theory and Monte Carlo analysis to build diversified portfolios, with routine rebalancing and attention to tax‑loss harvesting and risk management. It manages accounts under discretionary authority, may allocate assets to third‑party sub‑advisors, and discloses the use of derivatives (including options strategies) in separately managed accounts as part of its implementation toolkit.
Distinctive features include the firm’s explicit use of derivatives in client accounts and its willingness to advise corporate or business clients—both practices that are less common among independent advisers. The firm recently added sub‑advisor relationships to its service mix, leaves proxy voting to clients rather than voting on their behalf, and provides quarterly account reviews and custodial statements for oversight.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Social Security optimization
Annuities
Roth conversion strategy
Tax-loss harvesting
Fee options
Comprehensive financial plan flat fee of $2,400, payable in installments
$0 - $100,000: 1.00% annually $100,000.01 - $500,000: 0.95% annually $500,000.01 - $1,000,000: 0.90% annually $1,000,000.01 - $2,000,000: 0.85% annually $2,000,000.01 - $4,000,000: 0.75% annually $4,000,000.01 - $6,000,000: 0.65% annually $6,000,000.01 - $8,000,000: 0.55% annually $8,000,000.01 - $10,000,000: 0.45% annually $10,000,000.01+: 0.40% annually
Consultation services at $100 per hour with a 3-hour minimum
Fee-only: Comprehensive financial plan: flat fee $2,400 (negotiable), Consultation services: $100/hour with 3-hour minimum
Main office location
Aspired Wealth
Loveland CO, United States
Number of offices
1
Most active in
Aspired Wealth has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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