Ascendant Capital Research, LTD. fees and pricing
Financial planner in Waxhaw, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 14, 2026, Ascendant Capital Research, LTD. charges $100-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$500/hr
“The hourly rates vary from $100 to $500 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ascendant Capital Research, LTD. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We will notify clients in advance of the consultation of the hourly rate we will apply and the maximum fee to be charged.”
How Ascendant Capital Research, LTD.’s fees compare
- Its hourly rate of $100-$500 spans the North Carolina median of $300. 49% of the 177 other North Carolina planners that publish an hourly rate charge less.
About Ascendant Capital Research, LTD.
“Our firm provides investment management and investment consulting services designed to meet the needs of individuals including wealth building, wealth management, retirement planning, and other investment goals.”
- Principal: Thomas B. Crawford
- Firm size: 2 employees.
- Founded: 1999 (27 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Minimum
- $500 minimum fee (stated in brochure)
- Clients
- 22
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $29,756,326
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284601
- Phone
- (704) 564-8320
Other planners in North Carolina that publish fees
- 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
- 30-40 Wealth PartnersCornelius$5,000-$60,000, $12,500/yr
- 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
- A4 Wealth Advisors LLCHuntersville$350/hr, $500-$5,000
- Abs Legacy Partners, LLCHickory$250/hr, $10,000-$200,000
- Absher Wealth Management, LLCChapel Hill$20,000
Is something on this page wrong or out of date?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.