Digital Ascension Group - Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 17, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$500/yr

“Clients who subscribe to an Unaffiliated Fund through DAG Wealth pay an administration fee of $500 per year for each Unaffiliated Fund subscription held.”

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

How Digital Ascension Group - Wealth bills

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

• “Fees are prorated for accounts opened during a billing period.”
• “The Unaffiliated Fund Administration Fee is collected quarterly in advance for the applicable quarter.”
• “The fee is not prorated and is generally non-refundable during a billing quarter.”

How Digital Ascension Group - Wealth’s fees compare

• Its annual fee of $500 is below the Texas median of $6,000. None of the 106 other Texas planners that publish an annual fee charge less.
• None of the 12 other planners in Dallas that publish an annual fee charge less.

About Digital Ascension Group - Wealth

• Firm size: 70 employees.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Minimum

$250,000 in assets (stated in brochure)

Clients

382

Employees

70

Works with

High net worth individuals, pooled investment vehicles, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$555,135,985

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

328627

Website

x.com/DAGwealth (opens in new tab)

Phone

(307) 396-0295

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Dallas that publish fees

• Aci Wealth AdvisorsDallas$250/hr
• Advisor Resource CouncilDallas$100⁠-⁠$500/hr, $50⁠-⁠$15,000
• AfroblocDallas$300/hr
• Algotech Financial LLCDallas$3,000
• Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
• Artham AdvisorsDallas$350/hr, $500⁠-⁠$2,500

Compare all 139 planners in Dallas