About ASCEND WEALTH ADVISORS, LLC
How does the advisor help clients – Key Takeaways:
- Creates customized financial plans tailored to individual goals and risk tolerance
- Offers a wide range of financial services to meet diverse needs
- Uses a comprehensive approach to help clients make informed financial decisions
Facts and Insights
ASCEND WEALTH ADVISORS, LLC has been in business for over 15 years and has a team of 10 experienced advisors. They have a strong track record of helping clients grow and preserve their wealth through strategic investment strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
ASCEND WEALTH ADVISORS, LLC serves a diverse range of clients, including high net worth individuals, families, and small business owners. They also offer specialized services for women and millennials.
Fees & Compensation
ASCEND WEALTH ADVISORS, LLC operates on a fee-only basis, which means they are compensated solely by client fees and do not earn commissions for recommending certain products. This ensures that their advice is unbiased and in the best interest of their clients.
Background
ASCEND WEALTH ADVISORS, LLC was founded by top financial experts with a combined experience of over 50 years in the industry. They are highly educated and hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Private Wealth Advisor (CPWA).
Financial Advisor Disclosures to Know
ASCEND WEALTH ADVISORS, LLC and its advisors have a clean record with no disciplinary actions taken against them. They prioritize transparency and always provide full disclosure of any potential conflicts of interest to their clients.