Ascension Capital Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$2,000

“These services are offered on a fixed fee basis which can range from $250 to $2,000 depending on the topic and time involved.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Ascension Capital Advisors, Inc. bills

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

• “Investment management fees are payable in advance and calculated quarterly on the market value of the client’s Portfolio as of the last business day of the preceding calendar quarter.”
• “To the extent that a client authorizes the use of margin, and margin is thereafter employed by ACA in the management of the client’s Portfolio, the market value of the client’s Portfolio and corresponding fee payable by the client to ACA will be increased.”
• “Base advisory fees are calculated quarterly in advance based on the market value of the private placement offerings as of the last business day of the preceding calendar quarter.”

How Ascension Capital Advisors, Inc.’s fees compare

• Its flat or project fee of $250-$2,000 is below the Texas median of $3,850. 12% of the 401 other Texas planners that publish a flat or project fee charge less.
• 4 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Ascension Capital Advisors, Inc.

• Firm size: 10 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2000 (26 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

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

1% a year

Clients

207

Employees

10

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$938,510,312

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

109518

Website

ascensioncapital.com (opens in new tab)

Phone

(713) 952-6900

Can advise clients in 3 states: California, Colorado, Texas

Other planners in Houston that publish fees

• Abundo WealthHouston$199/mo
• Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
• Alteris Capital Partners, LLCHouston$5,000⁠-⁠$25,000
• Analog Capital Ai, LLCHouston$250⁠-⁠$450/hr
• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000

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