Ascent Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350⁠-⁠$2,000/hr

“The negotiated fixed rate for creating client financial plans is between $1,500 and $100,000. 6 Hourly Fees The negotiated hourly fee for these services is between $350 and $2,000.”

Flat or project fee

$1,500⁠-⁠$100,000

From the same sentence as above.

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

How Ascent Advisors bills

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

• “Clients may terminate the agreement without penalty for a full refund of Ascent's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of Ascent 's fees within five business days of signing the Investment Advisory Contract.”

How Ascent Advisors’ fees compare

• Its hourly rate of $350-$2,000 is above the Minnesota median of $263. 100% of the 115 other Minnesota planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$100,000 spans the Minnesota median of $5,250. 98% of the 108 other Minnesota planners that publish a flat or project fee charge less.

About Ascent Advisors

• Firm size: 9 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2025.

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

1.5% a year

Clients

167

Employees

9

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services

Assets managed

$110,775,600

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

335353

Website

facebook.com/ascentfinancial (opens in new tab)

Phone

(952) 444-3100

Can advise clients in 8 states: California, Florida, Illinois, Minnesota, Nebraska, Texas, Washington, Wisconsin

Other planners in Mankato that publish fees

• Lifeplan Financial, LLCMankato$125⁠-⁠$300/hr
• 360 FinancialWayzata$325/hr, $600⁠-⁠$20,000
• 7TH ST. FinancialChaska$200/hr
• Abbey StreetEden Prairie$250⁠-⁠$1,000/mo
• Abens Financial Services IncEdina$250/hr, $5,000⁠-⁠$100,000/yr
• Aberdour InvestmentsShoreview$80⁠-⁠$250/hr, $250⁠-⁠$5,000

Compare all 271 planners in Minnesota