Ascent Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500

“We assess a fixed fee of $2,500 for a broad-based plan consisting of three or more plan components.”

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

How Ascent Wealth Management bills

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

• “Our published fees are not negotiable, but we typically waive or discount our fee for associates of our advisory firm and their family members, as well as preexisting relationships.”
• “We do not require a deposit to initiate a financial planning engagement; the fee is due in full upon delivery of our invoice which coincides with the presentation of your plan/advice.”
• “Financial planning fees are to be paid to our firm by check or draft from US-based financial institutions.”

How Ascent Wealth Management’s fees compare

• Its flat or project fee of $2,500 is below the Montana median of $3,450. 15% of the 13 other Montana planners that publish a flat or project fee charge less.

About Ascent Wealth Management

• 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: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Divorce
• Equity compensation
• Cash flow and budgeting
• Charitable giving

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

60

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

$53,993,089

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305915

Website

wealthascent.com (opens in new tab)

Phone

(406) 314-4009

Other planners in Kalispell that publish fees

• Evergreen Wealth Partners LLCKalispell$350/hr
• Glacier Investment ManagementKalispell$5,000
• Advanced Practice Planning, LLCMissoula$250/hr, $499⁠-⁠$9,999
• Allied Investment Advisors LLCBillings$75⁠-⁠$200/hr
• Arkell Asset Management, LLCBozeman$250/hr
• Big Sky Wealth Advisors, LLCGreat Falls$350/hr, $5,000

Compare all 4 planners in Kalispell