Alan Kepfer is a registered investment advisor at Aspen Financial Management, INC., based in Cheney, WA, with 22 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 94 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable for combined client household accounts of $5,000,000 or more, Aspen employees and investment advisor representative employees and family accounts, nonprofit entities, and non-discretionary defined contribution plans.
Fee Estimator
Location
Cheney, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aspen Financial Management, INC.
State Registrations4 states
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