Ascent Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ascent Financial Advisors provides fee-only financial planning and discretionary investment management to individuals, trusts and estates, foundations, and small businesses. The firm offers comprehensive financial planning on an hourly basis alongside ongoing portfolio management billed as a percentage of assets and invoiced quarterly.
The firm’s investment approach is grounded in modern portfolio theory and seeks diversification through no-load mutual funds, with individual bonds, certificates of deposit or treasury bills used on the fixed‑income side when appropriate. Account management is typically discretionary within client guidelines, reviewed continuously with formal allocation reviews quarterly and written reports delivered to full‑service clients each quarter.
What is distinctive is the firm’s client mix and scale for a solo independent advisor: it manages nearly $47 million in discretionary assets while serving non‑individual entities such as foundations and small businesses in addition to individual clients, a combination that is less common among peers. The brochure also notes use of a single custodial relationship with Schwab Advisor Services, a formal code of ethics that permits personal trading, and a practice of not accepting performance‑based fees or external affiliations.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,000 - $1,500,000: 0.75% $1,500,000+: 0.60%
$175 per hour for financial planning consultations
Minimum fee: Full investment management: $2,500 per year; Limited investment management: $1,000 per year Fee-only: Financial planning: $175 per hour
Main office
Porland OR
Advisors at this office
1
Most active in
Oregon
Also doing business as
Ascent Financial Advisors · Ascent Financial Advisors LLC · Devoto, Ulrike Louise
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
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