PlannerFees

Ascension Advisors fees

Financial planner in Scottsdale, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 24, 2026, Ascension Advisors (Scottsdale, AZ) charges a flat or project fee of $2,500⁠-⁠$7,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 24, 2026. Fees can change.

Flat or project fee
$2,500⁠-$7,500

Runs from below the Scottsdale median of $6,200 to above it. Runs from below the Arizona median of $5,125 to above it.

“Flat fees range from $2,500 to $7,500.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets
Yes
Minimum
None stated in the brochure
Credentials held at the firm
CFP® professional (opens in new tab)
Team size
Solo practice (one employee)

How Ascension Advisors bills

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

  • “Our firm bills on cash unless indicated otherwise in writing.”
  • “In rare cases, our firm will agree to directly invoice.”

Firm details from Form ADV

How the firm is paid
Flat or fixed fees and a percentage of assets under management
Clients
19
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$21.5 million
Registered with
State securities regulators
Disciplinary disclosures
None reported on Form ADV as of September 24, 2026
CRD number
337446 (opens in new tab)
Website
ascensionadvisors.com (opens in new tab)
Phone
(415) 716-1666

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