# Julie Hebert

> Julie Hebert is a fee-only financial advisor at Ascension Capital Advisors in Liberty, Texas. Julie focuses on estate & legacy planning, tax planning and retirement planning. Ascension Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Ascension Capital Advisors
- **Based in:** Liberty, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $938.5M across 670 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning, Small business owners
- **Works with:** High earners
- **CRD:** 7242401 (https://adviserinfo.sec.gov/individual/summary/7242401)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.ascensioncapital.com/

## Frequently asked questions

### Is Julie Hebert a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Julie holds no broker registration, and Ascension Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Julie charge for financial advice?

Julie's firm, Ascension Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Julie Hebert based?

Julie Hebert is based in Liberty, Texas.

### What does Julie specialize in?

Julie's specialties include estate & legacy planning, tax planning, retirement planning and small business owners. Julie works with high earners.

### Is Julie Hebert registered with the SEC?

Yes. Julie Hebert is registered as an investment adviser representative in TX (CRD 7242401), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ascension Capital Advisors manage?

Ascension Capital Advisors reports $938.5M across 670 accounts in assets under management.

### How do I contact Julie Hebert?

Through Julie's website, www.ascensioncapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7242401): 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://ascensioncapital.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.