Ascension Legacy Partners, Inc. fees and pricing
Financial planner in Bala Cynwyd, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 8, 2026, Ascension Legacy Partners, Inc. charges $500 an hour and an annual fee of $12,000-$36,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“$500 per Hour The hourly rate applies only when the Firm is engaged for limited-scope consulting, one-off planning analysis, second-opinion reviews, or project-based advisory work that does not require a full implementation plan or ongoing service relationship.”
- Annual fee
- $12,000-$36,000/yr
“Clients may be charged a minimum annual fee of $12,000 - $36,000 based upon the complexity of their plan and overall planning requirements (see item 4 for a tiered breakdown of these services).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ascension Legacy Partners, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees will be billed quarterly, in advance, by Focus Partners based upon the account value at the end of each quarter.”
- “Upon termination of the agreement, the fee will be prorated, and any unearned fee will be refunded to the Client.”
- “If it appears that the fee to create a plan will exceed $10,000, the Advisor will inform the client in advance.”
How Ascension Legacy Partners, Inc.’s fees compare
- Its hourly rate of $500 is above the Pennsylvania median of $250. 91% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- Its annual fee of $12,000-$36,000 is above the Pennsylvania median of $6,000. 86% of the 74 other Pennsylvania planners that publish an annual fee charge less.
About Ascension Legacy Partners, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Minimum
- $12,000 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, educational seminars and workshops, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338567
- Phone
- (215) 554-3451
Can advise clients in 2 states: Pennsylvania, Texas
Other planners in Bala Cynwyd that publish fees
- Odyssey Capital Advisors Inc.Bala Cynwyd$3,500-$15,000/yr
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/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.