Ascent Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ascent Wealth Management is an independent, single-advisor registered investment adviser serving individual clients, including high-net-worth individuals. The firm offers broad financial planning—covering cash flow, retirement, education, estate and tax-planning strategies—and ongoing portfolio management and investment consultation.
The firm’s investment approach blends Modern Portfolio Theory with active portfolio management, emphasizing strategic asset allocation across equities, fixed income and cash and constructing portfolios using mutual funds, ETFs, individual equities and, in some cases, option strategies. Portfolios are governed by written investment guidelines, reviewed periodically or when client circumstances change, and are typically managed on a discretionary basis.
What distinguishes the firm from many peers is that the principal holds CPA and CFP® credentials (and an MBA) and incorporates tax-planning considerations into financial planning while expressly not providing tax-preparation or operating as an accounting firm—an uncommon combination among solo independent advisors. The brochure also highlights the firm’s operational relationship with a major custodian that supplies institutional trading, custody and practice-management tools the adviser uses in serving clients.
Client services
Expertise
Fee options
Fixed fee of $2,500 for broad-based financial planning
$0 - $999,999: 1.25% annually $1,000,000 - $2,999,999: 1.00% annually $3,000,000+: 0.75% annually
$225 per hour, billed in 10-minute increments
Main office
1220 Whitefish Stage
Kalispell MT 59901
Advisors at this office
1
Most active in
Montana
Also doing business as
Ascent Wealth Management · Ascent Wealth Management PLLC
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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