Final Ascent Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Final Ascent Wealth Advisors, LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm reports managing about $65.1 million for 21 clients with two advisors, and it prepares an Investment Policy Statement for each client to guide ongoing monitoring and portfolio decisions.
The firm’s investment process combines cyclical, fundamental and quantitative analysis and emphasizes long-term trading and asset-allocation implemented mainly through mutual funds and ETFs, including precious-metal ETFs when applicable. FAWA generally operates under discretionary authority and documents client objectives and risk tolerance in its Investment Policy Statements to guide security selection and trade execution.
Noteworthy features include a relatively small, concentrated client base relative to assets under management, which implies larger average account relationships and a tendency to deliver one-time, fixed-fee financial plans with no continuing reporting unless the client requests additional services. FAWA requires custody at Schwab Institutional (noting access to research and other services that may constitute soft-dollar benefits) and discloses ownership ties to business exit and M&A advisory entities that the firm states are kept separate from its investment advisory operations.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $2,500 to $10,000
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.75% $10,000,001 - And up: 0.65%
Main office
315 S. College Rd., Suite 205
Lafayette LA 70503
Advisors at this office
2
Most active in
Louisiana · Texas
Also doing business as
Final Ascent Wealth Advisors, LLC · Fulco Capital Management
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
Advisors at this firm
Edward S
Series 66
Lafayette, LA
Final Ascent Wealth Advisors, LLC
Edward Shea is a financial advisor at Final Ascent Wealth Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Ahrens Investment Partners, LLC for seven years. Outside of his advisory role, Shea is a member of Developing Louisiana, LLC, a digital media advertising firm, where he dedicates several hours monthly. Final Ascent Wealth Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of cyclical, fundamental, and quantitative analysis, focusing on long-term trading and asset allocation through mutual funds and ETFs.
Chase K
CFP®, Series 65, Series 66
Lafayette, LA
Final Ascent Wealth Advisors, LLC
Chase Kenner is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Final Ascent Wealth Advisors, LLC since 2021. His prior experience includes roles at Fidelity Investments, RainCatcher, LLC, CETERA Advisor Networks LLC, and Summit Financial Wealth Advisors. Kenner is also the sole owner of Kenner Capital, L.L.C., an equity owner of Final Ascent entities, and serves as Vice President of Business Development for Final Ascent, LLC, a business exit planning and M&A advisory firm. Final Ascent Wealth Advisors provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm’s investment approach integrates cyclical, fundamental, and quantitative analysis with an emphasis on long-term asset allocation, typically using mutual funds and ETFs, and operates under discretionary authority guided by client-specific Investment Policy Statements.
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