Ascend Financial Advisers, Inc fees and pricing
Financial planner in Irvine, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 29, 2026, Ascend Financial Advisers, Inc charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Fees for financial planning consulting services and the preparation of written reports will be billed at the hourly rate of $350.00 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ascend Financial Advisers, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Such clients will advised in advance that there would be an additional fee, which will specifically be quoted in advance in writing that is subject to negotiation and based on the time estimated to complete such services.”
- “Financial Planning services including consulting and the preparation of written reports will be billed at the hourly rate of $350.00 per hour.”
- “Estimates are provided in advance however, since the nature of the work often involves variables unknown at the start of the engagement, estimates are not guaranteed.”
How Ascend Financial Advisers, Inc’s fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 18 of the 30 other planners in Irvine that publish an hourly rate charge less.
About Ascend Financial Advisers, Inc
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2000 (26 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 43
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $32,726,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 113273
- Phone
- (949) 450-1234
Other planners in Irvine that publish fees
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- Advanced Financial Strategies IncIrvine$200-$400/hr
- Am Wealth Solutions, LLCIrvine$250/hr
- Beltramo Financial Services, Inc.Irvine$1,500-$5,000
- Capital CS Group, LLCIrvine$450/hr, $1,000-$50,000
- Castle Capital ManagementIrvine$250-$450/hr, $2,500-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.