Advisor at Final Ascent Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Final Ascent Wealth Advisors, LLC
Location
Lafayette, LA 70503
Credentials
CFP®, Series 65, Series 66
Industry experience
14 years
Chase Kenner is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Final Ascent Wealth Advisors, LLC since 2021. His prior experience includes roles at Fidelity Investments, RainCatcher, LLC, CETERA Advisor Networks LLC, and Summit Financial Wealth Advisors. Kenner is also the sole owner of Kenner Capital, L.L.C., an equity owner of Final Ascent entities, and serves as Vice President of Business Development for Final Ascent, LLC, a business exit planning and M&A advisory firm. Final Ascent Wealth Advisors provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm’s investment approach integrates cyclical, fundamental, and quantitative analysis with an emphasis on long-term asset allocation, typically using mutual funds and ETFs, and operates under discretionary authority guided by client-specific Investment Policy Statements.
Based on Final Ascent Wealth Advisors, LLC
Financial planning fixed fees ranging from $2,500 to $10,000
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.75% $10,000,001 - And up: 0.65%
315 S. College Rd., Suite 205
Lafayette, LA 70503
Louisiana
Final Ascent Wealth Advisors, LLC
2021 - Present (5 years)
Fidelity Investments
2020 - 2021 (1 year)
RainCatcher, LLC
2019 - 2020 (1 year)
Raincatcher
2019 - 2020 (1 year)
CETERA Advisor Networks LLC
2019 - 2019 (1 year)
Summit Financial Wealth Advisors, LLC
2016 - 2020 (4 years)
Summit Brokerage Services
2016 - 2019 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Lafayette, LA
A.B. Ridgeway Wealth Management LLC
Series 65
Lafayette, LA
Vermilion Asset Management, LLC
Series 65
Lafayette, LA
Kidd Vision Capital LLC
Series 63, Series 65
Lafayette, LA
Latticework Investments, LLC
Series 66
Youngsville, LA
Capital Financial Planners, LLC
Series 63, Series 65
Lafayette, LA
Meche and Associates LLC
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