Stephanie Loeffel
Ascend Financial LLC · Scituate, Massachusetts
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.
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Specialties
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 | $3.2M across 26 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 4455227 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | planwithascend.com |
| Profile |
How Stephanie's firm compares
- Ongoing planning starts at $3,600 a year, below the Massachusetts median of $5,000 for fee-only firms that publish prices.
- Ascend Financial LLC's average account is about $125,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Stephanie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Ascend Financial LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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