Helen Stephens is a CFP-designated registered investment advisor at Aspen Wealth Management, LLC, based in Fort Worth, TX, with 17 years of industry experience. Helen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 353 clients with $660M 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Contact
Helen Stephens
Location
4200 S. Hulen St., Suite 422, Fort Worth, TX, 76109
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Helen is the 100% owner of Helen Stephens Group, a registered investment advisor and tax planning firm, and spends nearly full-time on it. She also operates Aspen Wealth Management as a DBA for her securities and investment advisory business, also spending nearly full-time on it, and has ownership stakes in Barbre Group Investments LLC (commercial real estate) and KTF Properties, LLC (real estate), dedicating minimal time to the latter.
Employment History
Current Registrations
Aspen Wealth Management, LLC
Previous Registrations
Cetera Advisors LLC
Pacific West Financial Consultants INC
Dewaay Advisory
H.D. Vest Advisory Services, INC
State Registrations1 state
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