Ascension Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$165/hr

“Services are offered based on an hourly fee of $165 per hour.”

Flat or project fee

$2,500

“Services are offered based on a negotiable flat fee of $2,500.”

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

How Ascension Wealth Advisors, LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “For assets held away will be deducted from another account managed by AWA, and if there are insufficient funds available from another account, AWA will invoice the client.”

How Ascension Wealth Advisors, LLC’s fees compare

• Its hourly rate of $165 is below the South Carolina median of $250. 19% of the 69 other South Carolina planners that publish an hourly rate charge less.
• None of the 2 other planners in Mt. Pleasant that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the South Carolina median of $3,000. 37% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• None of the 2 other planners in Mt. Pleasant that publish a flat or project fee charge less.

About Ascension Wealth Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA, EA, ChFC®, and CFA.
• Registered as an adviser: 2010 (16 years).

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

1.25% a year

Clients

61

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$25,433,460

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

153802

Website

ascensionwealth.net (opens in new tab)

Phone

(615) 584-8326

Can advise clients in 2 states: South Carolina, Tennessee

Other planners in Mt. Pleasant that publish fees

• Headland CapitalMt. Pleasant$1,500⁠-⁠$40,000
• JP Wealth Management, Inc.Mt. Pleasant$200/hr
• Sweetgrass Financial Planning, LLCMt. Pleasant$250⁠-⁠$500/hr, $1,000⁠-⁠$4,000
• 133 LegacyCampobello$10,000
• A To Z Asset Advisors, LLCAiken$250/hr, $250
• Abacus Planning Group, Inc.Columbia$8,000⁠-⁠$200,000

Compare all 11 planners in Mt. Pleasant