Firm
Ascend Financial LLC
Scituate, Massachusetts
Fee-only
Ascend Financial LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 21 individual clients, 7 of them high net worth.
- Its average account is about $125,000 (assets it manages divided by its 26 accounts).
- Its ongoing planning fee starts at $3,600 a year, below the Massachusetts median of $5,000.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Scituate, Massachusetts |
|---|---|
| Website | planwithascend.com |
| [email protected] | |
| Phone | (695) 651-4479 |
Ascend Financial LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,600 a year |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$3600 - $12,000/year" source
"Calculated as percentage of assets under management" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 14 |
| High-net-worth clients | 7 |
| Accounts managed | 26 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 325357 |