Aspen Private Advisors, LLC

Aspen Private Advisors, LLC is a financial advisory firm based in Sioux Falls, South Dakota, established in 2018. The firm specializes in providing a range of investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, as well as corporations and other business entities. The firm is a fiduciary, committed to acting in the best interest of its clients. Services offered include financial planning, retirement plan consulting, and asset management through wrapped accounts. The firm's investment philosophy focuses on a long-term, balanced, and disciplined approach to investing, tailored to each client's specific financial situation, risk tolerance, and objectives. Aspen Private Advisors manages $176,690,004 on a discretionary basis as of December 31, 2024. The firm charges fees based on hourly, flat, or recurring fee structures for financial planning and consulting services, and on a percentage of plan assets under management for retirement plan consulting. Clients may also incur additional fees from custodians for certain investments. The firm does not charge performance-based fees and requires a maximum hourly fee of $400 and a maximum flat fee of $50,000. Clients have the option to grant investment discretion to the firm, allowing Aspen Private Advisors to execute securities transactions on their behalf. The firm does not accept proxy authority to vote client securities.