WHY ASPEN WEALTH PLANNERS
IS DIFFERENT

What is Fee-Only Financial Planning?
The success of a financial planner should not be based on the number of products a client purchases, but on the success of his or her clients. This is why no referral fees, commissions, or other reimbursements from the implementation of recommendations are accepted.

Being compensated by a predetermined client fee rather than commissions assures that the advice clients receive is unbiased and always in their best interest.

The fee is often less than the sales load you would pay on just one mutual fund purchased through a commissioned broker.

Why hire a financial advisor?
Most people are not financial experts. Yet increasingly, individuals are in charge of their own financial futures. Most are aware that planning is critical, yet don't have the time or the expertise to develop a plan and make the needed financial decisions.

Maybe you consulted with a financial advisor in the past...perhaps you felt you were being asked to buy something you didn't fully understand. Maybe you felt that products were recommended without consideration for your overall financial situation. Comprehensive, holistic, fee-only financial planning eliminates these concerns. You receive objective advice targeted to your needs and goals.

How much does it cost?
The fee for our open retainer is based on your net worth and your income. Some clients just want a one-time consultation to see if they are on the right track. We provide a Financial Assessment that is a two-hour consultation during which we review your past three years' tax returns and your investment portfolio. This service costs $650. If after the Financial Assessment, you decide that you want to upgrade to the open retainer, that $650 is credited toward the cost of the retainer.