Ascent Physician Wealth LLC fees and pricing
Financial planner in Livingston, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 9, 2026, Ascent Physician Wealth LLC charges a flat or project fee of $1,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$5,000
“Standalone financial planning engagements, if offered, would be provided for a fixed fee agreed upon in advance, typically ranging from $1,500 to $5,000 depending on the scope and complexity of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ascent Physician Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are billed quarterly in arrears based on the market value of the account(s) on the last business day of each calendar quarter.”
- “Fixed fees are due upon completion of the financial plan.”
- “Payment of Fees in Advance and Refund Policy Ascent Physician Wealth bills advisory fees in arrears.”
How Ascent Physician Wealth LLC’s fees compare
- Its flat or project fee of $1,500-$5,000 is below the New Jersey median of $5,000. 38% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Ascent Physician Wealth LLC
“Ascent Physician Wealth provides comprehensive wealth management and investment advisory services tailored specifically to physicians, healthcare professionals, and healthcare executives.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Physicians and dentists
- Insurance analysis
- 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
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and newsletters and publications
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 341797
- Phone
- (339) 223-5848
Other planners in Livingston that publish fees
- Wealth Management Advisors, LLCLivingston$200/hr
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
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.