# Marcus Waddell

> Marcus Waddell is a fee-only financial advisor at Ascension Advisors in Scottsdale, Arizona, who holds the CFP credential. Marcus focuses on equity compensation and retirement planning. Ascension Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/marcus-waddell/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Ascension Advisors
- **Based in:** Scottsdale, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $21.5M across 47 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Retirement planning
- **Works with:** Tech employees, Retirees, Pre-retirees, Early-career professionals
- **CRD:** 6685214 (https://adviserinfo.sec.gov/individual/summary/6685214)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 63 (2016), Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://ascensionadvisors.com

## Frequently asked questions

### Is Marcus Waddell a fee-only financial advisor?

Yes. Marcus Waddell is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Marcus's firm.

### How does Marcus charge for financial advice?

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

### Where is Marcus Waddell based?

Marcus Waddell is based in Scottsdale, Arizona.

### What does Marcus specialize in?

Marcus's specialties include equity compensation and retirement planning. Marcus works with tech employees, retirees, pre-retirees and early-career professionals.

### What credentials does Marcus Waddell hold?

Marcus Waddell holds the CFP credential.

### Is Marcus Waddell registered with the SEC?

Yes. Marcus Waddell is registered as an investment adviser representative in AZ (CRD 6685214), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Ascension Advisors manage?

Ascension Advisors reports $21.5M across 47 accounts in assets under management.

### How do I contact Marcus Waddell?

Through Marcus's website, ascensionadvisors.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/marcus-waddell-61521): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://ascensionadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.