# Aspire Advisors, LLC

> Aspire Advisors, LLC is an SEC-registered investment advisory firm in North White Plains, NY, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 150652
- Filed as: ASPIRE ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: North White Plains, NY
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150652
- AdvisorCensus page: https://advisorcensus.com/firm/aspire-advisors-llc-north-white-plains-ny-150652

## Quick answers

**How is Aspire Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aspire Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Aspire Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $250 an hour (financial planning, retirement planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Aspire Advisors, LLC located?**
Aspire Advisors, LLC's principal office is in North White Plains, NY, according to its Form ADV.

**Is Aspire Advisors, LLC registered with the SEC or a state?**
Aspire Advisors, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 150652.

**How much does Aspire Advisors, LLC manage?**
Aspire Advisors, LLC reports $109,185,877 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Aspire Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Aspire Advisors, LLC: Regulatory assets under management: $141,493,303 in the October 2021 data and $109,185,877 in the October 2026 data, down 23%. Total employees: 9 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aspire Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (82); high net worth individuals (34); corporations or other businesses not listed above (1).

**Which custodians does Aspire Advisors, LLC use?**
Aspire Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Aspire Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150652

**What changed in Aspire Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Hourly rate: $250 an hour (financial planning, retirement planning and consulting services)

> These fees are negotiable, but generally are $250 per hour or range from $1,000 to $3,000 on a fixed fee basis, depending upon the level and scope of the services and the professional rendering the services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $109,185,877
- Discretionary: $109,185,877
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 82 | $22,980,320 |
| High net worth individuals | 34 | $77,262,627 |
| Corporations or other businesses not listed above | 1 | $8,942,930 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2013 (13 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aspireadvisorsllc.com
- Facebook @Aspire-Advisors-LLC-100904072343638
- LinkedIn @ASPIREADVISORSLLC
- X @aspire_advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $141,493,303 | 9 | March 31, 2021 |
| October 2022 | $129,306,751 | 7 | March 28, 2022 |
| October 2023 | $101,637,040 | 7 | March 30, 2023 |
| October 2024 | $104,650,885 | 6 | June 7, 2024 |
| October 2025 | $105,783,913 | 7 | March 28, 2025 |
| October 2026 | $109,185,877 | 8 | March 27, 2026 |

Regulatory assets under management: $141,493,303 in the October 2021 data and $109,185,877 in the October 2026 data, down 23%.
Total employees: 9 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aspire Advisors, LLC (CRD 150652): Form ADV filing data as of October 2026.