Advisor at Ascent Advisors
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Benjamin Bernard is a financial advisor at Ascent Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors and OSAIC before joining Ascent Advisors in 2025. Bernard is also licensed as an insurance producer, providing life and fixed insurance products alongside his advisory work. Ascent Advisors offers portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment process combining fundamental, quantitative, technical, and charting analysis, with discretionary portfolio management governed by written Investment Policy Statements.
Based on Ascent Advisors
Based on Ascent Advisors
One-time DST consulting fees: $5,000 (Tier 1: $100,000-$249,999 DST investment) up to $30,000 (Tier 4: $1,000,000-$1,999,999 DST investment), custom fees $40,000+ (Tier 5: $2,000,000+ DST investment); Fixed financial planning fees $1,500 to $100,000
$0+: Negotiable, generally up to 1.50% (tiered/blended fee schedule) for Portfolio Management $0 - $1,000,000: 1.00% annually for Pension Consulting $1,000,001 - $3,000,000: 0.75% annually for Pension Consulting $3,000,001 - $5,000,000: 0.50% annually for Pension Consulting $5,000,001+: 0.25% annually for Pension Consulting
$350 to $2,000 per hour for financial planning services
Fee-only: Fixed financial planning fees between $1,500 and $100,000; Hourly financial planning fees between $350 and $2,000 per hour; Flat one-time DST consulting fees tiered from $5,000 to $30,000 and custom $40,000+ depending on DST investment size
1600 Madison Avenue, Suite 103
Mankato, MN 56001
Minnesota
Ascent Advisors LLC
2025 - Present (1 year)
OSAIC
2024 - 2025 (1 year)
Triad Advisors
2019 - 2024 (5 years)
Triad Advisors, Inc.
2014 - 2019 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Mankato, MN
Legacy Retirement Advisors
ChFC®, Series 63
Mankato, MN
LifePlan Financial, LLC
CFP®
Mankato, MN
LifePlan Financial, LLC
Series 66
St. Peter, MN
The Sherwin Group
Series 65
Mankato, MN
Actify Investor Retirements, LLC
Series 63, Series 65
Mankato, MN
Ascent Advisors
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