Stephanie Mcelheny is a CFP-designated registered investment advisor at Aspen Wealth Strategies, LLC, based in Arvada, CO, with 13 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Financial Planning & Coaching, High Net Worth, and 6 more. Their firm serves 363 clients with $310M 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 $500K | 1.25% |
| $500K - $1000K | 0.65% |
| $1.0M - $1.5M | 0.55% |
| $1.5M - $2.0M | 0.45% |
| $2.0M - $2.5M | 0.35% |
| $2.5M - $3.0M | 0.25% |
| $3M+ | 0.25% |
Fees may be negotiable. Aspen also offers two specific model portfolios to Clients which deter from the investment advisory fee schedule listed above. Clients who utilize these models will pay the Advisor a monthly investment advisory fee in accordance with the fee schedule listed below: - Aspen Rainy Day Portfolio: 0.25% annually - Aspen Municipal Bond Portfolio: 0.40% annually
Fee Estimator
Contact
Stephanie Mcelheny
Location
8333 Ralston Road,, Suite 2, Arvada, CO, 80002
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephanie is a manager and co-owner of Aspen Wealth Planning LLC, a sub-entity of Aspen Wealth Strategies providing financial planning services, dedicating full-time hours to this role. She also uses the DBA name Aspen Wealth Planning for Aspen Wealth Strategies.
Employment History
Current Registrations
Aspen Wealth Strategies, LLC
Previous Registrations
Aspen Wealth Strategies, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Dunston Financial Group, LLC
PNC Investments
PNC InvestmentsBroker
Hefren-Tillotson, INC.
Hefren-Tillotson, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Outside of work, Stephanie is an outdoor enthusiast who loves hiking, camping, cycling, and snowboarding. Stephanie also takes great pride in cheering on her hometown sports teams and alma mater–the Pittsburgh Steelers, Penguins, and Pirates, as well as the Penn State Nittany Lions.