Best-in-State · rank 2 · Tucson, Arizona · listed firm: LPL Financial
Identity & firm
- Firm — Aspire Wealth Partners (high)
- “Aspire Wealth Partners | LPL Financial” — forbes_shook
- Parent company — LPL Financial, Inc. (high)
- “LPL Financial LLC” — sec_finra_regulatory
- Firm type — ibd_rep (high)
- “Independent advisor operating through LPL Financial as broker-dealer and registered investment adviser” — sec_finra_regulatory
- Team name — Aspire Wealth Partners (high)
- “Aspire Wealth Partners (formerly Tocco Financial Services, Inc.)” — firm_official
- Team size — 8 (high)
- “8 team members listed” — firm_official
- CRD — 4840087 (high)
- “CRD Number: 4840087” — sec_finra_regulatory
- Years experience — 20 (high)
- “Over 20 years of experience in wealth advisory” — forbes_shook
- Designations — CFP, ChFEBC (high)
- “CFP® (Certified Financial Planner), Registration ID 113581” — professional_press
- “ChFEBC℠ (Chartered Federal Employee Benefits Consultant), Original Certification Date: 2/21/2014, ID Number: 13A02JT13” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 689 (high)
- “Team Assets (Custodied): $689M” — forbes_shook
- Account minimum ($M) — 0.025 (high)
- “Minimum account size for new business: $25K” — forbes_shook
- Typical client net worth ($M) — 1.125 (high)
- “Typical Net Worth of Relationships: $750K-1.5M” — forbes_shook
- Client niche — Individuals, families, business owners, Raytheon and Federal employees (high)
- “Focus: Individuals, families, business owners, Raytheon and Federal employees” — forbes_shook
- Custodians — not_applicable (high)
- “Broker-dealer and custodial platform: LPL Financial LLC” — sec_finra_regulatory
- Fee model — gap: not_found_after_search
Positioning & marketing
- Website url — https://www.aspirewealthaz.com/ (high)
- “Official Team Website: https://www.aspirewealthaz.com/” — firm_official
- Value proposition (verbatim) — Become our client's first call for guidance on any matter of consequence. (high)
- “Become our client's first call for guidance on any matter of consequence.” — forbes_shook
- Differentiators — Federal Employee Specialization (FERS, CSRS, Thrift Savings Plan expertise via ChFEBC designation), Raytheon and Defense Contractor Client Focus, Independent, multi-generational firm model, Collaborative Client Engagement with emphasis on client education, Founded 2005 on independence principle (high)
- “Member of NARFE (National Active and Retired Federal Employees Association); ChFEBC designation with expertise in FERS, CSRS, and special federal benefit provisions” — forbes_shook
- “Focus: Individuals, families, business owners, Raytheon and Federal employees” — forbes_shook
- Content marketing — active (high)
- “Blog URL: https://www.aspirewealthaz.com/blog with documented posts from July 2026, June 2026, May 2026 covering Thrift Savings Plan strategies, asset management, business growth, and wealth planning” — firm_official
- Has podcast — no (high)
- “No podcast or audio series identified for Jennifer Akins or Aspire Wealth Partners” — general_press
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/company/aspire-wealth-partners-az (high)
- “Aspire Wealth Partners LinkedIn company profile with 8 team members listed” — firm_official
- Social presence — linkedin_active, facebook (high)
- “Company Page: https://www.linkedin.com/company/aspire-wealth-partners-az with active team member profiles” — firm_official
- “Facebook Page: https://www.facebook.com/AspireWealthPartnersAz/ with active posts regarding Forbes recognition announcements” — firm_official
- Press awards — 2026 Forbes Best-In-State Wealth Advisors, Arizona (#2 overall), 2026 Forbes Top Women Wealth Advisors Best-In-State, Arizona (Profile Spotlight), 2025 Forbes Best-In-State Wealth Advisors, Arizona (#6 High Net Worth), 2025 Forbes Best-In-State Top Women Wealth Advisors, Arizona (#2), LPL Financial Summit Club 2024 (Excellence in Financial Guidance on growth trajectory) (high)
- “2026 Forbes Best-In-State Wealth Advisors (Arizona): Rank #2” — forbes_shook
- “2026 Forbes Top Women Wealth Advisors Best-In-State (Arizona): Profile Spotlight honoree” — forbes_shook
Visual brand
- Has distinct logo — yes (high)
- “Aspire Wealth Partners has its own branded logo and visual identity distinct from LPL Financial corporate branding” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Professional financial services branding; specific colors and typography details available on official firm website (medium)
- “Professional financial services visual identity with branded logo and firm-specific design elements on aspirewealthaz.com” — firm_official