Aspenridge Wealth Advisors's Form ADV discloses 1.25% on the first $250,000, 1.20% on the next $250,000, 1.15% on the next $500,000, 1.00% on the next $1.5 million, 0.85% on the next $2.5 million, and 0.75% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #337220), Aspenridge Wealth Advisors is subject to fiduciary duty under federal law.
Aspenridge Wealth Advisors is headquartered in FORT WORTH, TX.
Aspenridge Wealth Advisors serves 109 high-net-worth clients according to their SEC filing dated May 20, 2026. View client details ↓
According to their SEC Form ADV, Aspenridge Wealth Advisors offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
Aspenridge Wealth Advisors manages $335 million in client assets according to their SEC filing dated May 20, 2026.
According to their SEC Form ADV, Aspenridge Wealth Advisors serves high-net-worth individuals. View client details ↓