Ascension Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
74
95% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
74
HighAverage account size
$0
About
SRF Financial, doing business as Ascension Wealth Advisors, provides financial planning and consulting to individuals (including high‑net‑worth clients) and small businesses. The firm advises on a range of planning topics and refers clients to unaffiliated third‑party money managers for investment implementation, acting as a communications conduit and occasional solicitor to those managers.
Advisory work is delivered one‑on‑one through written full or modular financial plans and ongoing consulting, with services tailored to each client’s circumstances. The firm does not take discretionary authority over client accounts or custody of client assets; investment strategies and trade execution are carried out by the selected third‑party managers, while SRF explains and reviews those strategies with clients.
What distinguishes the firm from many peers is the managing member’s dual role as a licensed attorney and Certified Public Accountant who provides legal and accounting services through affiliated practices, and his service on a regional bank board — relationships the brochure discloses can lead to referrals or potential capital investment opportunities (with associated disclosures and recommended independent due diligence). It is also uncommon among supported firms that Ascension Wealth Advisors does not charge percentage‑of‑assets management fees and does not directly provide portfolio management for individual clients, instead relying on referral and solicitor arrangements with third‑party managers.
Client services
Financial planning
Selection of other advisers
Expertise
General retirement planning
General tax planning
College savings (529s, UTMA, etc.)
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Attorney
Founder/Business Owner
Fee options
Hourly rates from $110 to $550 per hour for financial planning and consulting services
Minimum fee: Initial minimum total fee of $10,000 for financial planning and consultation process Fee-only: Financial planning and consulting services charged on an hourly basis ranging from $110 to $550 per hour
Main office location
Ascension Wealth Advisors
506 Roswell Street, Se, Ste. 310
Marietta GA 30060, United States
Number of offices
1
Most active in
Ascension Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
-
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")