Julie Hebert
Ascension Capital Advisors · Liberty, Texas
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.
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Specialties
Who they serve
- High earners
Facts
| Firm | Ascension Capital Advisors |
|---|---|
| Based in | Liberty, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $938.5M across 670 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7242401 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.ascensioncapital.com |
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Questions about Julie
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.
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
- Ascension Capital Advisors 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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