Ascend Investment Management, LLC fees and pricing
Financial planner in Pleasant Grove, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 25, 2026, Ascend Investment Management, LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Services are offered based on an hourly fee of $150 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ascend Investment Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the average daily balance of assets being managed.”
- “Accounts that enter management at some point other than the start of a quarter will have advisory fees prorated for that quarter.”
- “The fee for accounts that are established at any other time than the first day of the quarter will be prorated based on the number of days during the quarter the assets were under management.”
How Ascend Investment Management, LLC’s fees compare
- Its hourly rate of $150 is below the Utah median of $200. 9% of the 78 other Utah planners that publish an hourly rate charge less.
About Ascend Investment Management, LLC
“Ascend Investment Management, LLC provides personalized confidential financial planning and investment management services to individuals, trusts, estates, 401(k)’s, pension and profit-sharing plans, charitable organizations, corporations or other business entities.”
- Firm size: 2 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- 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
- Highest asset based fee in brochure
- 1.75% a year
- Clients
- 47
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $3,102,138
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 307989
- Phone
- (801) 598-6957
Other planners in Pleasant Grove that publish fees
- Focal Point Financial Planning, LLCPleasant Grove$150/hr
- 114TH Financial LCSouth Jordan$150/hr, $150/mo
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Abg ConsultantsCottonwood Heights$250/hr, $300-$1,500
- Albility PlanningMapleton$275/hr, $275/mo
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
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.