HELEN STEPHENS GROUP, LLC

ASPEN WEALTH MANAGEMENT
FORT WORTH, Texas·5 registered advisors·CRD# 159594
SEC# 801-1142431817-546-6353
01

Firm Overview

AUM
$368M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HELEN STEPHENS GROUP, LLC

5 registered advisors
Candace Scholz
FORT WORTH, Texas
Helen Barbre Stephens
FORT WORTH, Texas
James Arlen Davis
FORT WORTH, Texas
CFP
Nathan Wayne Davis
FORT WORTH, Texas
CFPCFA
Olivia Simon Maynes
FORT WORTH, Texas
05

Office Locations

FORT WORTH, Texas
5 advisors

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Data sourced from SEC Form ADV filings. HELEN STEPHENS GROUP, LLC (CRD# 159594) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.