# William Thomas

> William Thomas is a fee-only financial advisor at Ascension Wealth Advisors in Mt. Pleasant, South Carolina. William focuses on sustainable & impact investing and retirement planning. Ascension Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-thomas/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Ascension Wealth Advisors
- **Based in:** Mt. Pleasant, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $25.4M across 120 accounts
- **Specialties:** Sustainable & impact investing, Retirement planning
- **Works with:** Executives, Pre-retirees, Founders, Retirees
- **CRD:** 2543210 (https://adviserinfo.sec.gov/individual/summary/2543210)
- **SEC registration:** Investment adviser representative in SC, TN, TX
- **Exams passed:** Series 63 (1997), Series 65 (2000)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.ascensionwealth.net

## Frequently asked questions

### Is William Thomas a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Ascension Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does William charge for financial advice?

William's firm, Ascension Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is William Thomas based?

William Thomas is based in Mt. Pleasant, South Carolina.

### What does William specialize in?

William's specialties include sustainable & impact investing and retirement planning. William works with executives, pre-retirees, founders and retirees.

### Is William Thomas registered with the SEC?

Yes. William Thomas is registered as an investment adviser representative in SC, TN and TX (CRD 2543210), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Ascension Wealth Advisors manage?

Ascension Wealth Advisors reports $25.4M across 120 accounts in assets under management.

### How do I contact William Thomas?

Through William's website, www.ascensionwealth.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2543210): 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://ascensionwealth.net/): 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.