Ascend Investment Partners fees and pricing

Financial planner in Ogden, Utah. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 9, 2026, Ascend Investment Partners charges $100⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100⁠-⁠$500/hr; “Fee will be agreed upon and may vary between $100 to $500 an hour depending upon the complexity of the services rendered.”

Payment and refund terms, quoted from the fee section of the brochure.

“Our Retirement Plan Consulting services are billed a fee based on the percentage of Plan assets under management.”
“Annualized advisory fees will be billed on a pro-rata basis monthly in arrears based on the time-weighted daily average of the month.”
“Clients will be charged on a pro-rata basis, which takes into account work completed by our firm on behalf of the client.”

Its hourly rate of $100-$500 spans the Utah median of $200. 79% of the 78 other Utah planners that publish an hourly rate charge less.

“Our firm provides retirement plan consulting services to employer plan sponsors on an ongoing basis.”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 931
Employees: 9
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
Assets managed: $661,412,755
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 307667
Website: AscendInvestment.com (opens in new tab)
Phone: (801) 476-1200

Is something on this page wrong or out of date?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.