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Advisor

Jack Hastings

Ascend Private Wealth Management · Fort Collins, Colorado

Jack Hastings is a fee-only financial advisor at Ascend Private Wealth Management in Fort Collins, Colorado. Ascend Private Wealth Management reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmAscend Private Wealth Management
Based in Fort Collins, Colorado
Fee model (firm's Form ADV)Percentage of assets
Assets under management$273K across 2 accounts
SEC registration Investment adviser representative in CO · CRD 7407675
Exams passedSeries 66 (2025)
Firm size1 employee
Disclosures None reported
Websitewww.ascendprivatewealthmanagement.com
LinkedInProfile

How Jack's firm compares

  • Ascend Private Wealth Management's average account is about $137,000, from its Form ADV (assets managed divided by 2 accounts).

What fee-only advisors charge in Colorado

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Questions about Jack

Is Jack Hastings a fee-only financial advisor?

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

How does Jack charge for financial advice?

Jack's firm, Ascend Private Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

Where is Jack Hastings based?

Jack Hastings is based in Fort Collins, Colorado.

Is Jack Hastings registered with the SEC?

Yes. Jack Hastings is registered as an investment adviser representative in CO (CRD 7407675), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Ascend Private Wealth Management manage?

Ascend Private Wealth Management reports $273K across 2 accounts in assets under management.

How do I contact Jack Hastings?

Through Jack's website, www.ascendprivatewealthmanagement.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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