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Richard Macciola

Aspen Creek Wealth Management, LLC
18 Years of Experience
Manalapan, NJ
1 Disclosure
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Richard Macciola is a registered investment advisor at Aspen Creek Wealth Management, LLC, based in Manalapan, NJ, with 18 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 110 clients with $38M in assets under management.

Aspen Creek Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
110 clients
Average Client Portfolio
$350K average
Assets Under Management
$38.5M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees range from 0.25% to 1.00% annually and are negotiable. Third-party manager fees may add 0.30% to 0.60% for a total fee between 0.55% and 1.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Manalapan, NJ

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 2013
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Aspen Creek Wealth Management, LLC
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Aspen Creek Wealth Management, LLC
February 2023 - December 2024 · 1 yr 10 mos
Primerica Advisors
June 2020 - February 2023 · 2 yrs 8 mos
PFS Investments INC.Broker
April 2020 - February 2023 · 2 yrs 10 mos
T3 Trading Group, LLCBroker
June 2019 - January 2020 · 7 mos
Primerica Advisors
September 2016 - June 2019 · 2 yrs 9 mos
PFS Investments INC.Broker
June 2016 - June 2019 · 3 yrs
Wells Fargo Advisors, LLCBroker
June 2011 - August 2013 · 2 yrs 2 mos
Cohen Capital Group, LLCBroker
August 2008 - June 2010 · 1 yr 10 mos
Aegis Specialist, LLCBroker
April 2007 - October 2008 · 1 yr 6 mos
Aim Securities CO.Broker
October 2003 - October 2008 · 5 yrs
Aim Securities CO.Broker
October 2003 - January 2004 · 3 mos
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.
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