# Aspyre Wealth Partners

> 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.

- CRD: 107212
- Filed as: ASPYRE WEALTH PARTNERS
- Legal name: Koesten Hirschmann & Crabtree, Inc.
- Also doing business as: ASPYRE WEALTH PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: July 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107212
- AdvisorCensus page: https://advisorcensus.com/firm/aspyre-wealth-partners-overland-park-ks-107212

## Quick answers

**How is Aspyre Wealth Partners compensated?**
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.

**How much does Aspyre Wealth Partners charge?**
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.

**Where is Aspyre Wealth Partners located?**
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).

**Is Aspyre Wealth Partners registered with the SEC or a state?**
Aspyre Wealth Partners is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 107212.

**How much does Aspyre Wealth Partners manage?**
Aspyre Wealth Partners reports $668,342,145 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (98% discretionary).

**How have Aspyre Wealth Partners' assets and staff changed since 2021?**
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.

**What types of clients does Aspyre Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (172); high net worth individuals (157).

**Which custodians does Aspyre Wealth Partners use?**
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.

**Does Aspyre Wealth Partners 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/107212

**What changed in Aspyre Wealth Partners' recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 14, 2026)

- Subscription: $100 to $200 a month (continued Financial Planning Services)

> (2) a monthly fee in advance on the 5th of each month of $100 - $200 for continued Financial Planning Services

- Hourly rate: $150 to $500 an hour (financial planning and consulting services that fall outside of the…)

> These fees are negotiable but generally range from $150 to $500 on an hourly rate basis.

- Flat fee: $4,000 to $10,000 (financial planning and consulting services that fall outside of the…)

> Fixed fees are determined based upon the amount of services to be provided but generally range from $4,000 to $10,000.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $668,342,145
- Discretionary: $651,958,712
- Non-discretionary: $16,383,433

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 172 | $106,660,589 |
| High net worth individuals | 157 | $559,680,538 |
| Charitable organizations | Fewer than 5 | $2,001,018 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2000 (26 years)
- Employees: 17 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, KS, MO, NH, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the November 2025 filing
- Manhattan, KS

### Websites listed on Form ADV (Item 1.I)
- aspyrewealth.com
- Facebook @aspyrewealthpartners
- Instagram @aspyrewealthkc
- LinkedIn @aspyrewealth
- X @aspyrewealthkc
- YouTube @UCSn9mH-5arT4NnP0XcGajSg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $451,607,944 | 15 | August 18, 2021 |
| October 2022 | $516,970,077 | 16 | May 27, 2022 |
| October 2023 | $468,355,301 | 14 | August 23, 2023 |
| October 2024 | $534,833,453 | 14 | August 16, 2024 |
| October 2025 | $669,262,255 | 14 | July 21, 2025 |
| October 2026 | $668,342,145 | 17 | July 14, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 11 to 8.
- No longer lists an office in Manhattan, KS.
- Registered or notice-filed in TN.

### January 2026
- No longer registered or notice-filed in OR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aspyre Wealth Partners (CRD 107212): Form ADV filing data as of October 2026.