Firm
Ascend Investment Partners
Ogden, Utah
Fee-only
Ascend Investment Partners at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 9 employees and 931 individual clients, 183 of them high net worth.
- Its average account is about $312,000 (assets it manages divided by its 2,122 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Ogden, Utah |
|---|---|
| Website | ascendinvestment.com |
| Phone | (801) 476-1200 |
Ascend Investment Partners fees
Ascend Investment Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Hourly |
|---|---|
| Assets managed | $661 million |
| Individual clients | 748 |
| High-net-worth clients | 183 |
| Accounts managed | 2,122 |
| Employees | 9 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-118514) |
| Financial planning | Offered |
| Form ADV filed | June 24, 2026 |
| SEC record | CRD 307667 |