{
  "crd_number": 107212,
  "slug": "aspyre-wealth-partners-overland-park-ks-107212",
  "primary_business_name": "ASPYRE WEALTH PARTNERS",
  "legal_name": "KOESTEN HIRSCHMANN & CRABTREE, INC.",
  "dbas": [
    "ASPYRE WEALTH PARTNERS"
  ],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-09-26",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-07-14",
  "carried_forward": false,
  "raum_total": 668342145.0,
  "raum_discretionary": 651958712.0,
  "raum_non_discretionary": 16383433.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 17,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2001018.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 106660589.0,
      "count": 172
    },
    "high_net_worth_individuals": {
      "raum": 559680538.0,
      "count": 157
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "KS",
    "MO",
    "NH",
    "TN",
    "TX"
  ],
  "websites": [
    "https://aspyrewealth.com",
    "https://facebook.com/aspyrewealthpartners",
    "https://instagram.com/aspyrewealthkc",
    "https://linkedin.com/company/aspyrewealth",
    "https://twitter.com/aspyrewealthkc",
    "https://youtube.com/channel/UCSn9mH-5arT4NnP0XcGajSg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107212",
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/aspyre-wealth-partners-overland-park-ks-107212",
  "display_name": "Aspyre Wealth Partners",
  "summary": "Aspyre Wealth Partners is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2000, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 14, 2026.",
  "citation": "AdvisorCensus. Aspyre Wealth Partners (CRD 107212): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Aspyre Wealth Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Aspyre Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does Aspyre Wealth Partners charge?",
      "a": "Its Form ADV Part 2A brochure dated July 14, 2026 states: Subscription: $100 to $200 a month (continued Financial Planning Services); Hourly rate: $150 to $500 an hour (financial planning and consulting services that fall outside of the…); Flat fee: $4,000 to $10,000 (financial planning and consulting services that fall outside of the…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Aspyre Wealth Partners located?",
      "a": "Aspyre Wealth Partners' principal office is in Overland Park, KS, according to its Form ADV; the November 2025 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Aspyre Wealth Partners registered with the SEC or a state?",
      "a": "Aspyre Wealth Partners is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 107212."
    },
    {
      "q": "How much does Aspyre Wealth Partners manage?",
      "a": "Aspyre Wealth Partners reports $668,342,145 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (98% discretionary)."
    },
    {
      "q": "How have Aspyre Wealth Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Aspyre Wealth Partners: Regulatory assets under management: $451,607,944 in the October 2021 data and $668,342,145 in the October 2026 data, up 48%. Total employees: 15 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Aspyre Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (172); high net worth individuals (157)."
    },
    {
      "q": "Which custodians does Aspyre Wealth Partners use?",
      "a": "Aspyre Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Aspyre Wealth Partners report any disciplinary disclosures?",
      "a": "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/107212"
    },
    {
      "q": "What changed in Aspyre Wealth Partners' recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 11 to 8. No longer lists an office in Manhattan, KS. Registered or notice-filed in TN."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 451607944.0,
      "total_employees": 15,
      "filing_date": "2021-08-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 516970077.0,
      "total_employees": 16,
      "filing_date": "2022-05-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 468355301.0,
      "total_employees": 14,
      "filing_date": "2023-08-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 534833453.0,
      "total_employees": 14,
      "filing_date": "2024-08-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 669262255.0,
      "total_employees": 14,
      "filing_date": "2025-07-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 668342145.0,
      "total_employees": 17,
      "filing_date": "2026-07-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 11 to 8.",
        "No longer lists an office in Manhattan, KS.",
        "Registered or notice-filed in TN."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in OR."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 14, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $100 to $200 a month (continued Financial Planning Services)",
      "Hourly rate: $150 to $500 an hour (financial planning and consulting services that fall outside of the…)",
      "Flat fee: $4,000 to $10,000 (financial planning and consulting services that fall outside of the…)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $100 to $200 a month (continued Financial Planning Services)"
        ],
        "quotes": [
          "(2) a monthly fee in advance on the 5th of each month of $100 - $200 for continued Financial Planning Services"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 to $500 an hour (financial planning and consulting services that fall outside of the…)"
        ],
        "quotes": [
          "These fees are negotiable but generally range from $150 to $500 on an hourly rate basis."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $4,000 to $10,000 (financial planning and consulting services that fall outside of the…)"
        ],
        "quotes": [
          "Fixed fees are determined based upon the amount of services to be provided but generally range from $4,000 to $10,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": null,
          "min": 100.0,
          "max": 200.0,
          "period": "monthly",
          "service": "continued Financial Planning Services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 150.0,
          "max": 500.0,
          "period": "hour",
          "service": "financial planning and consulting services that fall outside of the Comprehensive Financial Planning services discussed "
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 4000.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "financial planning and consulting services that fall outside of the Comprehensive Financial Planning services discussed "
        }
      ]
    },
    "quotes": [
      "(2) a monthly fee in advance on the 5th of each month of $100 - $200 for continued Financial Planning Services",
      "These fees are negotiable but generally range from $150 to $500 on an hourly rate basis.",
      "Fixed fees are determined based upon the amount of services to be provided but generally range from $4,000 to $10,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/aspyre-wealth-partners-overland-park-ks-107212.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 172,
      "fewer_than_5": false,
      "raum": 106660589.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 157,
      "fewer_than_5": false,
      "raum": 559680538.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 2001018.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107212",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}