Ascension Wealth Partners LLC

Retirement Planning Firm in Pleasant Hill, CA

Firm Info
Address: 391 Taylor Blvd # 125, Pleasant Hill, CA 94523, USA
Phone: (925) 798-7200

Firm Size
Assets Under Management: $121.5 million
# of Advisors: 2
# of Clients: 121
Client to Advisor Ratio: 61:1
Average Account Size: $1 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Ascension Wealth Partners, LLC Overview

ASCENSION WEALTH PARTNERS, LLC is a Fee Only Registered Investment Advisory firm based in Pleasant Hill, California. Since its establishment in 2021, the firm has been providing dedicated investment advice only services to its clients. The firm's main focus is on offering portfolio management services to individuals and small businesses. At ASCENSION WEALTH PARTNERS, LLC, the fee arrangement is a Fee Only model, which means that the clients pay a fee for the financial advice and services provided by the firm. The firm’s Fee Only model is advantageous as it removes any potential conflicts of interest; the advice provided is independent and in the best interest of the clients. With its headquarters located in Pleasant Hill, California, ASCENSION WEALTH PARTNERS, LLC has been operating for a short time. Despite its short time in business, the firm is determined to provide the highest quality of financial advice to its clients. The firm’s investment advice is tailored to meet the individual needs of each client. The services provided by ASCENSION WEALTH PARTNERS, LLC are strictly investment advice only. The firm's portfolio management services are designed to help clients achieve their investment goals. Whether clients are individuals or small businesses, ASCENSION WEALTH PARTNERS, LLC strives to provide a comprehensive and customized financial plan to meet their investment objectives.

Ascension Wealth Partners, LLC offers tailored financial solutions to individuals and high net worth individuals alike. Their clients come from various walks of life, ranging from young professionals to retirees. Through their customized approach, Ascension Wealth Partners, LLC helps clients achieve their financial goals by providing comprehensive financial planning, investment management, and estate planning services. Regardless of a client’s financial situation or stage of life, the firm works to create a personalized and effective financial plan that helps them reach their desired outcome. As for fee structures, Ascension Wealth Partners, LLC typically charges a percentage of assets under management (AUM) for investment management services. The percentage charged may vary, depending on the amount of assets under management and the level of service provided. For financial planning services, the firm typically charges a flat fee or an hourly rate. However, the fee structure can be flexible based on the client’s needs and preferences. Ascension Wealth Partners, LLC prides itself on being transparent about its fees and ensures that clients understand the cost structure before engaging in any services. Their goal is to provide high-quality financial advice at a fair and reasonable price.

Typical Clients, Fee Structures & Investment Minimum

According to ASCENSION WEALTH PARTNERS, LLC's Part 2 Brochure, there is an investment minimum mentioned in their note about investment minimums. However, the exact investment minimum amount is not stated. Therefore, it is unclear what the investment minimum is for this firm.

How This Office Can Help Pleasant Hill, CA Residents

Ascension Wealth Partners LLC offers a wide range of financial services to its clients in Pleasant Hill, CA. Whether it is financial planning, retirement planning, tax planning, or investment management, Ascension Wealth Partners LLC provides tailor-made financial solutions to fit each client's unique needs and goals. With years of experience and a highly qualified team of financial experts, clients can trust that they will receive top-notch advice and guidance in managing their finances. Living in Pleasant Hill, CA, individuals may face several financial challenges, such as managing debt, saving for retirement, college planning, estate planning, and navigating the complexities of taxes. Ascension Wealth Partners LLC understands these challenges and provides clients with strategies to address them. They can help clients with individual needs such as retirement planning so they can retire comfortably, or investment management to maximise returns and minimize risk. The firm also takes a holistic approach to financial planning, which can include addressing issues related to insurance coverage, estate planning, and philanthropic efforts. Through collaboration and open communication, Ascension Wealth Partners LLC can help clients achieve their financial goals and navigate the ever-changing financial landscape.

To view the Minimum Investment and Fee Schedule for Ascension Wealth Partners, LLC, visit their Part 2 Brochure.

Services Offered by Ascension Wealth Partners, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Ascension Wealth Partners, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 391 Taylor Blvd # 125, Pleasant Hill, CA 94523, USA
Phone (925) 798-7200
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Ascension Wealth Partners, LLC is registered to service clients in the following states:

  • California

Disciplinary History

Ascension Wealth Partners, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs