Advisor at Ascend Wealth Management
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
Ascend Wealth Management
Location
Brunswick, OH
Credentials
Series 66
Industry experience
5 years
Connie Costanzo is a financial advisor at Ascend Wealth Management with five years of industry experience. She holds a Series 66 designation and has previously worked at WestPoint Wealth Management, Edward Jones, and First Federal Savings and Loan Association of Lakewood. In addition to her advisory role, she is an independently licensed insurance agent. Ascend Wealth Management is an independent, fee-based registered investment adviser serving individual and high-net-worth clients with holistic financial planning and wealth management. The firm emphasizes a fiduciary, client-driven investment approach focused on long-term growth, diversification, and value-oriented analysis, and offers educational workshops alongside tailored portfolio management.
Based on Ascend Wealth Management
Based on Ascend Wealth Management
Project fees for financial planning services starting at $1,000
$0+: Typically 1% annually for Wealth Management Services Not specified - Not specified: 0.5% to 1% annually for SEP, Simple IRA, and 401(k) management services
Financial planning and consultation services at $375 per hour
Account minimum: $100,000 Minimum fee: Minimum fee for holistic financial planning is $1,000 Fee-only: Advisory fees only; no commissions on securities; fees are negotiable and may be waived for certain clients
Brunswick, OH
Ohio
Ascend Wealth Management LLC
2025 - Present (1 year)
WestPoint Wealth Management, LLC
2020 - 2025 (5 years)
WestPoint Wealth Management, LLC
2020 - 2025 (5 years)
Edward Jones
2020 - 2020 (1 year)
Edward Jones
2020 - 2020 (1 year)
First Federal Savings and Loan Association of Lakewood
2013 - 2019 (6 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
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Parma, OH
Intelligent Capital Management LLC
Series 63, Series 65
Brecksville, OH
Jaras Financial Services, Inc.
CFP®, CPA
Berea, OH
Flegal Financial Planning
Dave Flegal is a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP®) and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory firm in Cleveland, Ohio. Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.
Series 63, Series 65
Olmsted Falls, OH
Budak Financial Group, LLC
CFP®, Series 63, Series 65
Independence, OH
Behlke Financial
Series 63
Independence, OH
Gateway Asset Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")