# Stephanie Loeffel

> Stephanie Loeffel is a fee-only financial advisor at Ascend Financial LLC in Scituate, Massachusetts, who holds the CFP credential. Stephanie charges a percentage of assets and an ongoing planning fee (ongoing planning from $3,600 a year) and focuses on student loans, retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/stephanie-loeffel/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Ascend Financial LLC
- **Based in:** Scituate, Massachusetts
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $3,600 a year
- **Assets under management (firm):** $3.2M across 26 accounts
- **Credentials:** CFP
- **Specialties:** Student loans, Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 4455227 (https://adviserinfo.sec.gov/individual/summary/4455227)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://planwithascend.com

## Frequently asked questions

### Is Stephanie Loeffel a fee-only financial advisor?

Yes. Stephanie Loeffel is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Stephanie's firm.

### How does Stephanie charge for financial advice?

Stephanie charges a percentage of assets and an ongoing planning fee.

### How much does Stephanie charge?

According to Ascend Financial LLC's website, checked October 28, 2026: ongoing planning from $3,600 a year.

### Where is Stephanie Loeffel based?

Stephanie Loeffel is based in Scituate, Massachusetts.

### What does Stephanie specialize in?

Stephanie's specialties include student loans, retirement planning, estate & legacy planning and tax planning.

### What credentials does Stephanie Loeffel hold?

Stephanie Loeffel holds the CFP credential.

### Is Stephanie Loeffel registered with the SEC?

Yes. Stephanie Loeffel is registered as an investment adviser representative in MA (CRD 4455227), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Ascend Financial LLC manage?

Ascend Financial LLC reports $3.2M across 26 accounts in assets under management.

### How do I contact Stephanie Loeffel?

Through Stephanie's website, planwithascend.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/stephanie-loeffel-56023): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.planwithascend.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.