Paul Norman
Ascend Investment Partners · Logan, Utah
Paul Norman is a fee-only financial advisor at Ascend Investment Partners in Logan, Utah, who holds the CFP credential. Ascend Investment Partners reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Ascend Investment Partners |
|---|---|
| Based in | Logan, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $661.4M across 2,122 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 1746793 |
| Exams passed | Series 63 (1987) · Series 66 (2000) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.ascendinvestment.com |
How Paul's firm compares
- Ascend Investment Partners's average account is about $312,000, from its Form ADV (assets managed divided by 2,122 accounts).
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Questions about Paul
Is Paul Norman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Ascend Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Ascend Investment Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Paul Norman based?
Paul Norman is based in Logan, Utah.
What credentials does Paul Norman hold?
Paul Norman holds the CFP credential.
Is Paul Norman registered with the SEC?
Yes. Paul Norman is registered as an investment adviser representative in UT (CRD 1746793), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ascend Investment Partners manage?
Ascend Investment Partners reports $661.4M across 2,122 accounts in assets under management.
How do I contact Paul Norman?
Through Paul's website, www.ascendinvestment.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
- 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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