Gerard Murray
Ascent Wealth Partners · Tribes Hill, New York
Gerard Murray is a fee-only financial advisor at Ascent Wealth Partners in Tribes Hill, New York. Gerard focuses on founders (pre-exit). Ascent Wealth Partners reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Ascent Wealth Partners |
|---|---|
| Based in | Tribes Hill, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.52B across 2,359 accounts |
| SEC registration | Investment adviser representative in NY · CRD 1074312 |
| Exams passed | Series 63 (2006) · Series 65 (2012) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.ascentwealthpartners.com |
How Gerard's firm compares
- Ascent Wealth Partners's average account is about $644,000, from its Form ADV (assets managed divided by 2,359 accounts).
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Questions about Gerard
Is Gerard Murray a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gerard 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 Gerard charge for financial advice?
Gerard's firm, Ascent Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Gerard Murray based?
Gerard Murray is based in Tribes Hill, New York.
What does Gerard specialize in?
Gerard's specialties include founders (pre-exit).
Is Gerard Murray registered with the SEC?
Yes. Gerard Murray is registered as an investment adviser representative in NY (CRD 1074312), 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 Gerard Murray?
Through Gerard's website, www.ascentwealthpartners.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
- Ascent Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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