Martin Moshier
Ascent Wealth Partners · New Hartford, New York
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.
Request an introduction to Martin →
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 |
| SEC registration | Investment adviser representative in NY, TX · CRD 4342998 |
| Exams passed | Series 63 (2001) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.ascentwealthpartners.com |
| Profile |
How Martin's firm compares
- Ascent Wealth Partners's average account is about $644,000, from its Form ADV (assets managed divided by 2,359 accounts).
Request an introduction to Martin
Tell Martin a little about what you're looking for. Martin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Martin
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.
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.
See something wrong? Request a correction. Read our methodology.