# Nancy Kowalczyk

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

Page: https://find.wellspent.co/advisors/nancy-kowalczyk/
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:** 5358209 (https://adviserinfo.sec.gov/individual/summary/5358209)
- **SEC registration:** Investment adviser representative in NY
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** http://www.ascentwealthpartners.com

## Frequently asked questions

### Is Nancy Kowalczyk a fee-only financial advisor?

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

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

### Where is Nancy Kowalczyk based?

Nancy Kowalczyk is based in New Hartford, New York.

### What does Nancy specialize in?

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

### Is Nancy Kowalczyk registered with the SEC?

Yes. Nancy Kowalczyk is registered as an investment adviser representative in NY (CRD 5358209), 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 Nancy Kowalczyk?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5358209): 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.