Ascent Wealth Partners, LLC

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Total assets under management

$1,322,466,782

Total clients

972

25% high-net worth

Total advisors

of 14 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$1,360,563

Client services

Financial planning Portfolio management Pension consulting

Fee options

Percentage

$0 - $1,000,000: 1.15% $1,000,001 - $5,000,000: 0.90% $5,000,001+: 0.75%

Other

Account minimum: Ascent generally does not impose a minimum relationship size. Fee-only: Wealth management fees billed quarterly in advance, based on tiered schedule; Retirement plan advisory fees up to 0.75% annually, billed quarterly in advance.

Disclosures

Main office location

Ascent Wealth Partners, LLC

89 Genesee Street

New Hartford NY 13413, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 315-624-7300

Advisors at this firm

Joseph S

CFA®, Series 66

New Hartford, NY

Ascent Wealth Partners, LLC

Christopher L

CFA®

New Hartford, NY

Ascent Wealth Partners, LLC

Stephen B

Series 66

Saratoga Springs, NY

Ascent Wealth Partners, LLC

Shawn N

CFA®, Series 63, Series 65

Saratoga Springs, NY

Ascent Wealth Partners, LLC

Gerard M

Series 63, Series 65

Tribes Hill, NY

Ascent Wealth Partners, LLC

Scott M

CFA®

New Hartford, NY

Ascent Wealth Partners, LLC

Neil E

Series 63

New Hartford, NY

Ascent Wealth Partners, LLC

Sophia T

Series 65

New Hartford, NY

Ascent Wealth Partners, LLC

Martin M

Series 63

Saratoga Springs, NY

Ascent Wealth Partners, LLC

Timothy W

Series 63

New Hartford, NY

Ascent Wealth Partners, LLC

Bradley K

Series 63

New Hartford, NY

Ascent Wealth Partners, LLC

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