Advisor at Ascent Financial Group
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
Ascent Financial Group
Location
Richmond, VA 23220
Credentials
CFP®, Series 66
Industry experience
8 years
Dustin Newton is a CFP® professional with eight years of industry experience, currently serving at Ascent Financial Group since 2020. Prior to joining Ascent, he worked at LPL Financial, Cetera Advisors, S&P Global Market Intelligence, and Capital One. Outside of his advisory role, he is a partner in a family real estate rental business. Ascent Financial Group provides comprehensive financial planning and portfolio management primarily for individual and high-net-worth clients. The firm employs a blend of fundamental, technical, cyclical, and economic analysis to manage client accounts, offering continuous planner access and conducting regular portfolio reviews.
Based on Ascent Financial Group
Based on Ascent Financial Group
$0 - $1,500,000: 1.00% $1,500,001 - $4,999,999: 0.75% $5,000,000+: 0.50%
413 Stuart Circle, Suite 220
Richmond, VA 23220
New York · Virginia
Ascent Financial Group LLC
2020 - Present (6 years)
LPL Financial, LLC
2018 - 2023 (5 years)
Cetera Advisors LLC
2017 - 2018 (1 year)
S&P Global Market Intelligence
2016 - 2018 (2 years)
CAPITAL ONE
2014 - 2016 (2 years)
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Insurance agent
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Is not active or affiliated with:
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.
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