# Christopher Lai

> Christopher Lai is a fee-only financial advisor at Ascent Wealth Partners in New Hartford, New York, who holds the CFA credential. Christopher focuses on founders (pre-exit). Ascent Wealth Partners reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/christopher-lai/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Ascent Wealth Partners
- **Based in:** New Hartford, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.52B across 2,359 accounts
- **Credentials:** CFA
- **Specialties:** Founders (pre-exit)
- **CRD:** 5915028 (https://adviserinfo.sec.gov/individual/summary/5915028)
- **SEC registration:** Investment adviser representative in NY
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** http://www.ascentwealthpartners.com

## Frequently asked questions

### Is Christopher Lai a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Ascent Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Christopher charge for financial advice?

Christopher's firm, Ascent Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.

### Where is Christopher Lai based?

Christopher Lai is based in New Hartford, New York.

### What does Christopher specialize in?

Christopher's specialties include founders (pre-exit).

### What credentials does Christopher Lai hold?

Christopher Lai holds the CFA credential.

### Is Christopher Lai registered with the SEC?

Yes. Christopher Lai is registered as an investment adviser representative in NY (CRD 5915028), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ascent Wealth Partners manage?

Ascent Wealth Partners reports $1.52B across 2,359 accounts in assets under management.

### How do I contact Christopher Lai?

Through Christopher's website, www.ascentwealthpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5915028): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://ascentwealthpartners.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.