Clay Anderson
Ascendance Wealth · Franktown, Colorado
Clay Anderson is a fee-only financial advisor at Ascendance Wealth in Franktown, Colorado, who holds the CFA credential. Ascendance Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Ascendance Wealth |
|---|---|
| Based in | Franktown, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $6.0M across 19 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO · CRD 5268282 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.ascendancewealth.com |
How Clay's firm compares
- Ascendance Wealth's average account is about $315,000, from its Form ADV (assets managed divided by 19 accounts).
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Questions about Clay
Is Clay Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Clay holds no broker registration, and Ascendance Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Clay charge for financial advice?
Clay's firm, Ascendance Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Clay Anderson based?
Clay Anderson is based in Franktown, Colorado.
What credentials does Clay Anderson hold?
Clay Anderson holds the CFA credential.
Is Clay Anderson registered with the SEC?
Yes. Clay Anderson is registered as an investment adviser representative in CO (CRD 5268282), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ascendance Wealth manage?
Ascendance Wealth reports $6.0M across 19 accounts in assets under management.
How do I contact Clay Anderson?
Through Clay's website, www.ascendancewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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