Firm
Ascension Wealth Advisors
Marietta, Georgia
Fee-only
Ascension Wealth Advisors at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 3 employees and 74 individual clients, 70 of them high net worth.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Marietta, Georgia |
|---|---|
| Website | stevefehlenberg.com |
| Phone | (770) 801-9500 |
Ascension Wealth Advisors fees
Ascension Wealth Advisors 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 | Hourly |
|---|---|
| Individual clients | 4 |
| High-net-worth clients | 70 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 21, 2026 |
| SEC record | CRD 281580 |