Southlake, TX Office

As a fee-only firm in Southlake, we are committed to transparent, objective advice to guide you toward your vision of financial freedom.

Our Southlake Location

At our Southlake office, the team at Aspen Wealth Management is committed to putting your interests first. As fee-only fiduciaries, we provide objective guidance and personalized solutions tailored to your unique financial situation in the Southlake area. We aim to empower you with education and a comprehensive plan to help you achieve your vision of success.

GUIDANCE AT EVERY STAGE

Serving Clients Through Life's Key Transitions

Nearing Retirement Couples

Are you looking for direction to secure your financial future? We are here to provide the support and guidance you need to move forward with clarity and confidence.

Multi-Generational Families

Do you have a high level of financial complexity? We serve as a concierge for all of your financial and estate planning needs.

Building an Intentional Foundation

Are you seeking a trusted guide early in your financial journey? We work with couples and families like yours who are looking for a partner and coach to help navigate their financial complexities. 

KNOWLEDGEABLE ADVISORS

Your Dedicated Wealth Management Team

Our advisors are passionate about helping you make informed financial decisions. With diverse expertise and a commitment to education, we partner with you to develop personalized strategies.

Helen Stephens, CFP®, EA, CEPA

President and CEO

Candace Scholz, CFP®, MS, MHA

Director of Financial Planning

Nathan Davis, CFP®, CFA

Chief Investment Officer

John Stephens

Chief Operating Officer

Jim Davis, CFP®

Senior Wealth Advisor

Matthew Quezergue

Senior Financial Planning Associate

Troy Fore, CFP®

Senior Financial Planning Associate

Ella Radberg

Financial Planning Associate

Michelle Davila

Client Services Manager
FAQS

Clear Answers to Your Questions

Delve into our FAQs for answers to your most pressing questions.

Fee-only advisors get paid for the advice and guidance they provide. We are compensated directly by our clients rather than on commissions or kickbacks. We do not sell products, nor do we accept any other form of third-party compensation. For example, we may advise on your insurance needs through a financial planning process, but because residuals and commissions are fees built into insurance products, we would bring in a trusted resource to help with the policy. We work alongside our clients to ensure their best interests are served.

A comprehensive plan involves a thorough review of your investments, risk tolerance, insurance needs, cash flow and debt management, education planning, employee benefits review, tax planning, retirement planning, and estate planning. If you’ve never gone through a financial planning process before, it can seem overwhelming to address all these items at one time. However, once your plan is finished, you will feel very organized and have a solid understanding of your financial picture.

No. We have clients all over the United States and even a few that work overseas. We can meet with you via telephone or video conference.

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.

We believe that investments are a way to achieve your goals. We believe that markets will work for you over time if you are cost-effective and hold a quality, well-diversified portfolio. The foundation for your portfolio is your financial plan.

There are many who believe that market timing, stock picking, or using expensive programs that use options are a sure thing. There is no free lunch in the markets. Timing the market isn’t only impossible; it’s costly.

We primarily serve nearing retirement couples, multi-generational families, and young families who are building an intentional foundation. You can learn more about who we serve.

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