Ascend Wealth Management LLC fees and pricing
Financial planner in Eagle, Idaho. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 29, 2026, Ascend Wealth Management LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“AND CONSULTING AWM charges an hourly fee of $150.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ascend Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Ascend Wealth Management LLC’s fees compare
- Its hourly rate of $150 is below the Idaho median of $250. 7% of the 43 other Idaho planners that publish an hourly rate charge less.
- 1 of the 7 other planners in Eagle that publish an hourly rate charge less.
About Ascend Wealth Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
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
- 1.9% a year
- Clients
- 216
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $32,600,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333076
- Phone
- (208) 412-9294
Can advise clients in 3 states: Idaho, Nevada, Washington
Other planners in Eagle that publish fees
- Allegiance Financial PlanningEagle$120/hr
- Alturas Wealth Management, LLCEagle$175/hr
- Cannon Wealth Group LLCEagle$250/hr, $1,000-$10,000
- Dillon Financial Planning, Inc.Eagle$280/hr
- Eagle Financial PlanningEagle$500/hr, $6,000-$50,000/yr
- Enduro Wealth Management, LLCEagle$400/hr, $500-$2,000/mo
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.