William Thomas
Ascension Wealth Advisors · Mt. Pleasant, South Carolina
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.
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Specialties
Who they serve
- Executives
- Pre-retirees
- Founders
- Retirees
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 |
| Assets under management | $25.4M across 120 accounts |
| SEC registration | Investment adviser representative in SC, TN, TX · CRD 2543210 |
| Exams passed | Series 63 (1997) · Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.ascensionwealth.net |
| Profile |
How William's firm compares
- Ascension Wealth Advisors's average account is about $212,000, from its Form ADV (assets managed divided by 120 accounts).
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Questions about William
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.
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
- Ascension Wealth Advisors 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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