A complete list of active advisors currently associated with Ascent Financial Advisors

Warmer can help you find a great advisor at Ascent Financial Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Ascent Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Ulrike Devoto	Porland, OR	16

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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.

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