Candace
Scholz
Aspen Wealth Management
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About this Advisor
Candace Scholz is a certified financial planner based out of Fort Worth, Texas who has 6 years of industry experience. Scholz works at Aspen Wealth Management. Their career trajectory has included roles at Umc Health System and Aspen Wealth Management. Scholz is able to operate in Texas. Aspen Wealth Management is a registered investment business that has its headquarters in Fort Worth, TX. The company has a total of eight financial advisors. It manages $291 million in assets among its 739 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 739 client accounts, 41% belong to high-net-worth investors who have more than $1 million in investable assets. Aspen Wealth Management performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees charged by financial advisors largely are based on the financial services offered. Fees billed by Aspen Wealth Management likely are comprised of some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aspen Wealth Management Brokerage Details
$290,631,683
8
739
$393,277
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Candace Scholz Work History
Candace has been registered as a financial advisor for 6 years.*
Aspen Wealth Management
Aspen Wealth Management
Umc Health System
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Candace Scholz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aspen Wealth Management
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
