Disclosure: The above represents the views and opinions of Aspiriant and is not the result of fact based analysis but is the result of the impressions we receive when dealing with some of our clients and our competitors. There is no guarantee of success and that investing in securities involves the risk of a part or total loss of investment which investors should be prepared to bear.
Aspiriant is a registered investment adviser with the United States Securities and Exchange Commission (“SEC”). For additional information regarding our registration with the SEC, please click on the link below identified as ADV. For a copy of our full ADV filed with the SEC, please click on the following SEC public disclosure consumer website: ASPIRIANT, LLC – Investment Adviser Firm (sec.gov).
Please note that registration with the SEC does not suggest a certain level of skill and training. We also urge to you view Form CRS above, which Aspiriant is required to provide to all retail investors.
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No fees were paid to obtain nor use the Barron’s ranking. For judging methodology, please view the ranking link. This is for yearly time period from July 1, 2021 through June 30, 2022. The date of the ranking was September 19, 2022.
Aspiriant did not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by SHOOK Research. Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management. Ranking period is April 1, 2021 through March 30, 2022. Date of ranking was April 15, 2022. Click here for more information.