Ascend Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$8,552,051
Clients
89
Advisors
1
of 1 employees
About
Ascend Wealth Management provides holistic financial planning, ongoing wealth management, consultation services, and occasional educational workshops or seminars. The firm primarily serves individual and high‑net‑worth investors, generally focusing on accounts that meet its stated portfolio threshold and managing about $11 million across its client relationships.
The adviser typically prepares a written financial plan as the basis for ongoing wealth management, works with clients to develop investment policy statements, and conducts regular monitoring and periodic reviews. Investment guidance emphasizes long‑term, diversified allocations (including ETFs, fixed income, and select annuities) with a fundamental/value orientation, and the firm notes it does not rely on artificial intelligence for research or portfolio design.
Distinctive features include the firm’s offering of public education events as part of client engagement and the practice of requiring or pairing holistic planning with ongoing wealth management services. The owner is also a licensed insurance agent and discloses the potential for insurance commissions and third‑party platform arrangements in its disclosures; the adviser was formed recently and operates a small, practitioner‑focused practice.
Client services
Expertise
Fee options
Project fees for financial planning services starting at $1,000
$0+: Typically 1% annually for Wealth Management Services Not specified - Not specified: 0.5% to 1% annually for SEP, Simple IRA, and 401(k) management services
Financial planning and consultation services at $375 per hour
Account minimum: $100,000 Minimum fee: Minimum fee for holistic financial planning is $1,000 Fee-only: Advisory fees only; no commissions on securities; fees are negotiable and may be waived for certain clients
Main office
Brunswick OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Ascend Wealth Management · Ascend Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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