Joseph Summa
Ascent Wealth Partners · New Hartford, New York
Joseph Summa is a fee-only financial advisor at Ascent Wealth Partners in New Hartford, New York, who holds the CFA credential. Joseph 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 | New Hartford, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.52B across 2,359 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY, TX · CRD 5879724 |
| Exams passed | Series 66 (2011) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.ascentwealthpartners.com |
How Joseph'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 Joseph
Is Joseph Summa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph 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 Joseph charge for financial advice?
Joseph's firm, Ascent Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Joseph Summa based?
Joseph Summa is based in New Hartford, New York.
What does Joseph specialize in?
Joseph's specialties include founders (pre-exit).
What credentials does Joseph Summa hold?
Joseph Summa holds the CFA credential.
Is Joseph Summa registered with the SEC?
Yes. Joseph Summa is registered as an investment adviser representative in NY and TX (CRD 5879724), 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 Joseph Summa?
Through Joseph'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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