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They include 154 individual clients, 126 high-net-worth individuals, and 7 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Aspect Partners offer?","answer":"Aspect Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Aspect Partners use?","answer":"Aspect Partners’ separately managed account assets are held at Fidelity Institutional (Boston, MA), with $384M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Aspect Partners have?","answer":"Aspect Partners has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Aspect Partners invest in?","answer":"At the end of its last fiscal year, Aspect Partners’ separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 5% U.S. government and agency bonds, 5% cash and equivalents, 5% other, 1% non-exchange-traded equities and 1% state and local bonds. The 5% other category is described as: Private Placements.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Aspect Partners?","answer":"Aspect Partners’ direct owner is Bard Malovany (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Aspect Partners get paid?","answer":"Aspect Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Aspect Partners registered with the SEC?","answer":"Yes, Aspect Partners has been registered with the SEC as an investment adviser since 7 November 2022. 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