Aspen Wealth Management

Aspen Wealth Management, located in Fort Worth, TX, was established in May 2011 as Helen Stephens Group, LLC, and registered with the SEC in October 2018. The firm offers financial consulting, planning, and asset management services tailored to individual needs. Services include financial planning covering tax, estate, retirement, and investment analysis. The firm operates a Wealth Management Program, offering discretionary and non-discretionary asset management services through a wrap fee program. Clients can choose from six portfolios based on risk tolerance. AWM may recommend mutual funds, ETFs, individual stocks, bonds, and other investments. The firm may engage sub-advisors for separate account management. AWM charges fees based on a tiered schedule, ranging from 0.50% to 1.25% depending on the account size. Financial planning services are offered on an hourly fee basis starting at $300 per hour. Clients are not required to have a minimum account size to access advisory services. AWM acts as a fiduciary, providing investment advice in clients' best interests. The firm does not have any reportable disciplinary information and does not receive compensation for client referrals. Clients have the option to terminate services without penalty within five business days. AWM does not have physical custody of client assets and provides clients with quarterly account statements.