Rand Borresen
Ascend Financial Advisers · Irvine, California
Rand Borresen is a fee-only financial advisor at Ascend Financial Advisers in Irvine, California, who holds the CFP credential. Rand focuses on retirement planning, estate & legacy planning and divorce financial planning. Ascend Financial Advisers reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
Facts
| Firm | Ascend Financial Advisers |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $32.7M across 103 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4426873 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.ascendfinancial.org |
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Questions about Rand
Is Rand Borresen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rand holds no broker registration, and Ascend Financial Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rand charge for financial advice?
Rand's firm, Ascend Financial Advisers, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Rand Borresen based?
Rand Borresen is based in Irvine, California.
What does Rand specialize in?
Rand's specialties include retirement planning, estate & legacy planning, divorce financial planning and small business owners. Rand works with divorced individuals.
What credentials does Rand Borresen hold?
Rand Borresen holds the CFP credential.
Is Rand Borresen registered with the SEC?
Yes. Rand Borresen is registered as an investment adviser representative in CA (CRD 4426873), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ascend Financial Advisers manage?
Ascend Financial Advisers reports $32.7M across 103 accounts in assets under management.
How do I contact Rand Borresen?
Through Rand's website, www.ascendfinancial.org.
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
- Ascend Financial Advisers 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.
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