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Ascent Retirement Advisors

Updated today

Client assets under management

$27,933,340

Clients

85

14% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

43

Typical

Average account size

$328,628

About

Ascent Retirement Advisors serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations and state or municipal government entities, offering discretionary portfolio management and pension consulting services. The firm prepares written investment policy statements and pension consulting plans and can recommend money managers, custodians, and other plan service providers.

The firm’s investment process blends fundamental analysis, modern portfolio theory, quantitative and technical methods and implements both long‑term and short‑term trading within discretionary mandates. Advice is generally limited to mutual funds, ETFs, equities, fixed‑income securities, annuities (including insurance products), TIPS and non‑U.S. securities, with regular portfolio monitoring and documented risk‑tolerance levels for each client.

Noteworthy features include a small supported advisory team managing roughly $44 million in discretionary assets while reporting about $135 million in assets under advisement, and an explicit focus on pension work that extends to state and municipal clients — a relatively uncommon client type for peers. A firm principal maintains an insurance agent license and the brochure discloses procedures to address conflicts when insurance products are recommended; the firm also requires custody through Schwab Institutional for client accounts.

Client services

Portfolio management Pension consulting

Expertise

General retirement planning Annuities

Fee options

Percentage

$0+: Up to 2.00% $0+: Up to 0.75% (Pension Consulting)

Commissions

Bradley Jay Christensen is licensed to accept commissions for the sale of insurance products to clients; commissions are not the primary source of compensation.

Main office location

Ascent Retirement Advisors

475 W Main St, Suite 300

Boise ID 83702, United States

Number of offices

1

Most active in

Idaho

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Bradley C

Series 65

Boise, ID

Ascent Retirement Advisors

Bradley Christensen is a financial advisor at Ascent Retirement Advisors with 19 years of industry experience. He holds a Series 65 designation and has worked at firms including TownSquare Capital, Allegis Investment Advisors, and Yellowstone Partners. Christensen serves on the board of the Make-A-Wish Foundation and is involved in speechwriting and political advisory services through Cicero Corporation. Ascent Retirement Advisors serves individuals, pension and profit-sharing plans, corporations, and government entities by providing discretionary portfolio management and pension consulting. The firm employs a blend of fundamental analysis, modern portfolio theory, and quantitative methods to manage assets, with a focus on pension clients including state and municipal governments.

General retirement planning Annuities
user avatar

Hannah L

Series 65

Boise, ID

Ascent Retirement Advisors

Hannah Leingang is a financial advisor at Ascent Retirement Advisors in Boise, ID, holding a Series 65 designation. She has been with Ascent Retirement Advisors since 2023. Prior to her advisory role, she held positions in various hospitality and security-related businesses. Ascent Retirement Advisors serves individuals, pension and profit-sharing plans, corporations, and government entities, providing discretionary portfolio management and pension consulting services. The firm’s investment process combines fundamental analysis, modern portfolio theory, quantitative and technical methods, with a focus on both long-term and short-term trading within discretionary mandates.

General retirement planning Annuities
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