SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Aspyre Wealth Partners
Overland Park, KS
Koesten Hirschmann & Crabtree, Inc., CRD 107212
Firm filing updated July 14, 2026 ·
- $668.3MAssets
- 8Advisory staff
- 1,559Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals172
- High net worth individuals157
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 172 | $106.7 million |
| High net worth individuals | 157 | $559.7 million |
| Charitable organizations | Fewer than 5 clients | $2.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$668.3 million
- Accounts1,559
- Discretionary$652.0 million · 1,508 accounts
- Non-discretionary$16.4 million · 51 accounts
People
- Employees17
- Advisory staff8
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients251 to 500
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Koesten Hirschmann & Crabtree, Inc. SEC-registered investment advisor. CRD 107212, SEC file 801-57971.
- Registered with the SEC as an investment advisor (status date on record: September 26, 2000).
Is Aspyre Wealth Partners a fiduciary?
Short answer: Aspyre Wealth Partners is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.