PlannerFees

Ascent Fintech LLC fees and pricing

Financial planner in Carol Stream, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Ascent Fintech LLC charges $250 an hour and a flat or project fee of $3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“PROJECT-BASED FINANCIAL PLANNING AND CONSULTING Ascent performs financial planning and consulting projects on an hourly fee basis of $250 per hour.”
Flat or project fee
$3,000
“Fees for this service consist of a one-time setup fee not to exceed $3,000, due upon signing the engagement agreement.”

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

How Ascent Fintech LLC bills

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

  • “Legacy clients may be billed at a different fee rate/structure.”
  • “Asset-based fees will be billed quarterly, in arrears, based upon assets under management as of the close of business on the last business day of the previous quarter.”
  • “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”

How Ascent Fintech LLC’s fees compare

  • Its hourly rate of $250 is below the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
  • Its flat or project fee of $3,000 is below the Illinois median of $4,500. 33% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Ascent Fintech LLC

“Ascent provides advisory services to individuals, families, pension and retirement plans, and institutions.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP® and CPA.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Estate planning
  • Cash flow and budgeting

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% a year
Minimum
$500 minimum fee (stated in brochure)
Clients
53
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$4,848,779
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
316080
Website
ascentfintech.net (opens in new tab)
Phone
(630) 456-1600

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