Aspire Planning Associates, Inc. is a large advisory firm based in Walnut Creek. It manages $126.86 million of regulatory assets for 360 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of California and Texas.
Aspire Planning Associates provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aspire Planning Associates, Inc. is $126.86 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Aspire Planning Associates, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Aspire Planning Associates is high net worth individuals with 43 clients and $90.85 million of assets under management. Among the 11 most similar advisory firms, Aspire Planning Associates has the 6th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $126.86 million for 303 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Aspire Planning Associates doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Aspire Planning Associates, Inc. performs its advisory services is located at 1990 N. California Blvd, Walnut Creek, CA 94596, which is also the mailing address of the firm. An additional office of the firm is in Cupertino, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 925-938-2023 or by fax 925-938-3780. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at aspire-planning.com.