Kelly Fasterling
Kelly Fasterling is a registered investment advisor at Aspen Creek Wealth Management, LLC, based in Colorado Springs, CO, with 8 years of industry experience. Kelly 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
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
Location
7222 Commerce Center Drive, Suite 245, Colorado Springs, CO, 80919
Get directionsHistory
Regulatory History (1)
Civil
June 2019Other Business ActivitiesSells Insurance
Kelly is an advisor at Aspen Creek Wealth Strategies, focusing on life insurance and retirement choices, dedicating about 10-20% of her time. She also invests in real estate through multiple entities and facilitates sales of modular homes, spending a few hours per week on these activities.
Employment History
Current Registrations
Aspen Creek Wealth Management, LLC
Previous Registrations
Horter Investment Management, LLC
State Registrations2 states
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
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