Ascendor Wealth, LLC fees and pricing
Financial planner in Wilmington, North Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 3, 2026, Ascendor Wealth, LLC charges a flat or project fee of $2,000 and a quarterly fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000
“The minimum fixed fee is generally $2,000, and the maximum fixed fee is generally up to $500,000.”
- Quarterly fee
- $500/qtr
“There is a minimum quarterly fee of $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ascendor Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The actual management fee to be charged will be specified in your client agreement If this Agreement is terminated before the end of a quarter, then the Management Fee will be prorated for the applicable period.”
- “Any remaining balance will be invoiced directly to the Client.”
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
How Ascendor Wealth, LLC’s fees compare
- Its flat or project fee of $2,000 is below the North Carolina median of $4,800. 20% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 2 of the 8 other planners in Wilmington that publish a flat or project fee charge less.
About Ascendor Wealth, LLC
- Principal: Brandon Dembowiak
- Firm size: 6 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2008 (18 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.25% a year
- Clients
- 135
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $145,590,518
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148969
- Phone
- (910) 790-0122
Can advise clients in 2 states: North Carolina, Texas
Other planners in Wilmington that publish fees
- Counterweight Private WealthWilmington$2,500-$50,000
- Dovetail Financial Group LLCWilmington$300/hr, $2,500-$7,500
- Live Oak Private Wealth, LLCWilmington$250-$500/hr, $500-$150,000
- Lumina Wealth Management, LLCWilmington$100-$250/hr, $500-$5,000
- Masonboro AdvisorsWilmington$250/hr
- Rock Financial Planning, LLCWilmington$200/hr, $5,000/yr
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.