Ascension Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,682,110
Total clients
16
69% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$1,042,632
About
Ascension Advisors provides investment advisory and financial planning services to individuals, high net worth individuals, and institutional-type clients such as trusts, estates and charitable organizations. Services described in the brochure include discretionary asset management, comprehensive portfolio management and standalone financial planning and consulting, with portfolios composed of individual stocks, bonds, ETFs, mutual funds, options and other public and private securities.
The firm describes a fiduciary, client-focused process that tailors portfolios to clients’ objectives, risk tolerances and time horizons, with ongoing monitoring and periodic rebalancing. Its investment approach draws on multiple asset-allocation frameworks (strategic, dynamic, tactical, core-satellite) and a wide range of analytic methods—fundamental, technical, quantitative and sector analysis—and the firm may use active trading tools, including margin, short sales and options, when appropriate.
Distinctive features include optional educational seminars and workshops that the firm sponsors for clients and groups, an offering that is uncommon among similar independent advisers. The brochure also highlights an unusually broad planning scope for a firm of this size—services such as corporate and personal tax planning, cost segregation studies, real estate analysis and corporate-structure consulting alongside traditional financial planning—and notes that the firm manages approximately $16.7 million for a small number of clients.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Options & derivatives strategies
Concentrated stock management
Fee options
Flat fees from $2,500 to $7,500 for financial planning and consulting
Maximum 1.00% annually (fees negotiable)
Fee-only: Flat fees ranging from $2,500 to $7,500 for financial planning and consulting
Main office location
Ascension Advisors
Scottsdale AZ, United States
Number of offices
1
Most active in
Ascension Advisors has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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")