Firm
Ascent Wealth Partners
New Hartford, New York
Fee-only
Ascent Wealth Partners at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 12 advisors are listed here; 3 of 12 hold the CFA.
- Its Form ADV reports 17 employees and 1,036 individual clients, 258 of them high net worth.
- Its average account is about $644,000 (assets it manages divided by its 2,359 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New Hartford, New York |
|---|---|
| Website | ascentwealthpartners.com |
| Phone | (315) 624-7300 |
Ascent Wealth Partners fees
Ascent Wealth 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 |
|---|---|
| Assets managed | $1.5 billion |
| Individual clients | 778 |
| High-net-worth clients | 258 |
| Accounts managed | 2,359 |
| Employees | 17 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-72693) |
| Financial planning | Offered |
| Form ADV filed | July 17, 2026 |
| SEC record | CRD 158898 |