# Aspire Financial Advisors, Inc.

> Aspire Financial Advisors, Inc. is a state-registered investment advisory firm in Concord, MA, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2025.

- CRD: 164902
- Filed as: ASPIRE FINANCIAL ADVISORS, INC.
- Legal name: Aspire Financail Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Concord, MA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164902
- AdvisorCensus page: https://advisorcensus.com/firm/aspire-financial-advisors-inc-concord-ma-164902

## Quick answers

**How is Aspire Financial Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Aspire Financial Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Aspire Financial Advisors, Inc. located?**
Aspire Financial Advisors, Inc.'s principal office is in Concord, MA, according to its Form ADV.

**Is Aspire Financial Advisors, Inc. registered with the SEC or a state?**
Aspire Financial Advisors, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 164902.

**How much does Aspire Financial Advisors, Inc. manage?**
Aspire Financial Advisors, Inc. reports $4,948,405 in regulatory assets under management in its Form ADV filing dated March 30, 2025 (0% discretionary).

**What types of clients does Aspire Financial Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20).

**Does Aspire Financial Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/164902

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,948,405
- Discretionary: $0
- Non-discretionary: $4,948,405

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $4,948,405 |

### 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
- Educational seminars/workshops

### Firm details
- Registered since: 2012 (14 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aspirefa.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aspire Financial Advisors, Inc. (CRD 164902): Form ADV filing data as of October 2026.