Ascent Wealth Management Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The maximum hourly fee to be charged will not exceed $500.”

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

How Ascent Wealth Management Group, LLC bills

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

• “Our firm bills on cash unless indicated otherwise in writing.”
• “Annualized fees are billed on a pro-rata basis monthly in arrears based on the value of the account(s) on the time-weighted daily average of the month.”
• “Fees are negotiable and will be deducted from client account(s).”

How Ascent Wealth Management Group, LLC’s fees compare

• Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
• 6 of the 7 other planners in Coral Gables that publish an hourly rate charge less.

About Ascent Wealth Management Group, LLC

• Principal: Oscar Pina
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• 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

2% a year

Clients

75

Employees

1

Works with

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 selecting other advisers

Assets managed

$39,990,767

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325532

Website

ascentwealthmanagementgroup.com (opens in new tab)

Phone

(305) 444-7317

Other planners in Coral Gables that publish fees

• Azzendo Wealth AdvisorsCoral Gables$750/hr, $7,500⁠-⁠$25,000
• Entelevest, LLCCoral Gables$5,000⁠-⁠$20,000
• Ethos Private WealthCoral Gables$100⁠-⁠$400/hr
• Family and Money MattersCoral Gables$350/hr, $5,000
• Kirtland Financial Management, Inc.Coral Gables$250/hr
• Ladin Financial Group, Inc.Coral Gables$250/hr, $775⁠-⁠$13,000

Compare all 24 planners in Coral Gables