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

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