Ascend Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$375/hr

“The fees for financial planning are based on the Adviser’s hourly rate ($375) and the scope, complexity and net worth of the client.”

Flat or project fee

$1,000

“The minimum fee for a financial plan is $1000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Ascend Wealth Management bills

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

• “Consultation Services terminate upon delivery unless otherwise agreed in writing.”
• “In such cases, the fee will be disclosed in the invitation or the service agreement in addition to the Adviser’s cancellation and refund policies.”
• “Households below $100K incur an additional $75 fixed-dollar fee for each sleeve or account (billed at $6.25 monthly in arrears for a household average daily balance below $100k that month).”

How Ascend Wealth Management’s fees compare

• Its hourly rate of $375 is above the Ohio median of $250. 83% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000 is below the Ohio median of $3,250. 12% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Ascend Wealth Management

• Principal: Connie A. Costanzo
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

89

Employees

1

Works with

Individuals, high net worth individuals, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$11,061,430

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

335269

Website

x.com/conniecostanzo (opens in new tab)

Phone

(330) 606-5224

Other planners in Ohio that publish fees

• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr

Compare all 564 planners in Ohio