Ascension Legacy Partners, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Ascension Legacy Partners provides investment management, financial planning and implementation, retirement plan consulting, estate‑planning support, and insurance services to plan sponsors, institutional clients, non‑profits and individual clients. The firm implements portfolios primarily through a turnkey asset management program (Focus Partners Advisor Solutions) and offers employer plan services that can include investment policy design, investment review, fee analysis, vendor research, and participant education.
The firm’s investment advice is driven by asset‑allocation models and is implemented largely with no‑load mutual funds and ETFs available on the TAMP, including access to SA Funds and DFA Funds, and it uses fundamental and technical analysis to inform recommendations. Ascension generally operates on a non‑discretionary basis—rebalancing and trades are implemented only after client approval—and relies on independent third‑party tools and outside specialists (tax, legal, estate) to tailor financial implementation plans.
Ascension is distinctive among its investment‑manager peers for combining pension consulting and retirement‑plan services with licensed insurance brokerage activity and affiliations with insurance providers, and it discloses and manages the attendant conflicts of interest. The firm also makes use of third‑party advisor selection and technology‑enabled estate‑planning platforms, offers educational seminars/workshops, and accepts hourly planning engagements—features that are uncommon for firms in this category.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Estate planning support services
Expertise
Retirement plans for business owners (SEP, solo 401k)
Life insurance needs analysis
Long-term care insurance
Fee options
Financial Implementation Plan fee up to $10,000 based on complexity; Initial Consultation fee $500 (may be waived)
$0 - $1,000,000: 1.500% annually $1,000,001 - $5,000,000: 1.250% annually $5,000,001 - $10,000,000: 1.000% annually $10,000,001 - $15,000,000: 0.750% annually $15,000,001 - $20,000,000: 0.625% annually $20,000,001+: 0.500% annually
Compensation from sale of life and long-term care insurance products; varies by insurance company
Hourly fee of $1,000 for financial planning advice, planning analysis, or one-off product reviews
Minimum fee: Financial Planning Fees minimum annual fee of $12,000 - $36,000 based on complexity; may be waived case-by-case Fee-only: Financial Planning Fees, Financial Implementation Plan fees, Retirement Plan Consulting Fees, Estate Planning Services Fees, Hourly fees
Main office location
Ascension Legacy Partners, Inc.
Philadelphia PA, United States
Number of offices
1
Most active in
Ascension Legacy Partners, Inc. has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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 helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
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")