Ascension Legacy Partners, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm works with individuals, high‑net‑worth households, nonprofit organizations and employer plan sponsors to provide investment management, comprehensive financial planning and implementation plans, retirement plan consulting, estate‑planning support, and insurance solutions (including life and long‑term care products and group annuities). It also assists clients in selecting third‑party professionals and uses a third‑party administrator for portfolio administration and reporting.
For portfolio management the firm uses a turnkey asset management program (Focus Partners Advisor Solutions) that implements asset‑class allocation models and access to mutual fund families such as the SA Funds and DFA Funds; the firm does not trade or rebalance accounts without client consent. Financial planning is customized from client questionnaires and documents, with options for one‑time plans or ongoing engagements with annual updates, and the firm coordinates tax, legal and estate work with outside specialists and an estate‑planning technology partner.
What is noteworthy relative to peers is the combination of employer retirement‑plan consulting and participant education alongside retail wealth management, plus an explicit affiliation with insurance companies and licensure to act as an insurance broker/agent for life and long‑term care products and group annuities—each a feature the firm discloses and manages as a potential conflict of interest. The firm’s practice also integrates TAMP/back‑office services and technology‑enabled estate document support, which aligns plan‑sponsor services (education/workshops and fee benchmarking) with individual financial planning.
Client services
Expertise
Occupation focus
Fee options
Financial Implementation Plan fee up to $10,000 based on complexity; Estate Planning Services fee ranges from $600 to $3,000 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 life and long-term care insurance product sales varies by product and insurance company; commission-based for insurance products.
Hourly planning fee of $500 per hour for limited scope consulting or project-based advisory work.
Fee-only: Ongoing financial planning fees minimum range from $12,000 to $36,000 annually; Hourly planning fee $500 per hour; Financial Implementation Plan fee up to $10,000 based on complexity; Initial Consultation fee $500 (waivable).
Main office
Philadelphia PA
Advisors at this office
1
Most active in
Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)