How does the advisor help clients – Key Takeaways:
- Provides customized financial plans based on individual client objectives and risk tolerance.
- Offers comprehensive financial services including investment management, retirement planning, and tax planning.
- Takes a holistic approach to financial advising, considering all aspects of a client’s financial situation.
Facts and Insights
ASCENSION WEALTH ADVISORS, LLC is a leading financial advisory firm dedicated to helping clients achieve their financial goals. With a team of highly experienced financial advisors, the firm provides personalized financial services tailored to each client’s unique needs and objectives. Below are key facts and insights about the firm.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
ASCENSION WEALTH ADVISORS, LLC offers a range of financial services to help clients achieve their financial goals and objectives. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
The firm serves a diverse range of clients, including individuals, families, and small business owners. Whether a client is just starting to build their wealth or is in the midst of retirement planning, ASCENSION WEALTH ADVISORS, LLC has the expertise and resources to provide comprehensive financial solutions.
Fees & Compensation
ASCENSION WEALTH ADVISORS, LLC believes in complete transparency when it comes to fees and compensation. The firm operates on a fee-only model, which means advisors do not earn commissions for recommending specific products or services. Instead, they are compensated directly by clients, allowing for unbiased financial advice.
The firm’s fee structure is based on a percentage of assets under management, ensuring that advisors are motivated to help clients achieve their financial goals.
Background
ASCENSION WEALTH ADVISORS, LLC was founded by a team of financial experts with over 20 years of combined experience in the industry. The firm is committed to building long-term relationships with clients and providing exceptional service and support. They strive to stay up-to-date on the latest financial trends and technologies to offer the best financial solutions to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, ASCENSION WEALTH ADVISORS, LLC is required to disclose any potential conflicts of interest that may arise while working with clients. The firm maintains a strict code of ethics and always acts in the best interest of its clients. All conflicts of interest are disclosed in writing to clients before any services are provided.
When it comes to financial advising, trust and transparency are key. That’s why ASCENSION WEALTH ADVISORS, LLC is committed to providing honest, unbiased financial advice tailored to each client’s unique needs. Contact the firm today to learn more about how they can help you achieve your financial goals.