# Martin Moshier

> Martin Moshier is a fee-only financial advisor at Ascent Wealth Partners in New Hartford, New York. Martin focuses on founders (pre-exit). Ascent Wealth Partners reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Ascent Wealth Partners
- **Based in:** New Hartford, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.52B across 2,359 accounts
- **Specialties:** Founders (pre-exit)
- **CRD:** 4342998 (https://adviserinfo.sec.gov/individual/summary/4342998)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 63 (2001)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** http://www.ascentwealthpartners.com

## Frequently asked questions

### Is Martin Moshier a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Martin 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 Martin charge for financial advice?

Martin's firm, Ascent Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.

### Where is Martin Moshier based?

Martin Moshier is based in New Hartford, New York.

### What does Martin specialize in?

Martin's specialties include founders (pre-exit).

### Is Martin Moshier registered with the SEC?

Yes. Martin Moshier is registered as an investment adviser representative in NY and TX (CRD 4342998), 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 Martin Moshier?

Through Martin's website, www.ascentwealthpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4342998): 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://ascentwealthpartners.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.