Aspen is unique in that we do not need to manage your money to work with you. During our initial consultation, we will have a good idea of the amount of time required to build your financial plan based on the simplicity or complexity of your situation.
For individuals or couples mid-career to retirement, our minimum planning fee is $4,500. If we sense that we will need additional time, we will let you know upfront, and those hourly fees are $300 per hour. If you decide that you would like for Aspen to assist in implementing your financial plan and managing your investments, you will transition to our assets under management fee schedule, and we will credit you for any planning fees you have paid.
For individuals or couples under 40, we work on a straight, hourly basis at $300 per hour. Young professionals also receive a discount on our investment management fees with no investment minimums.