About Ascent Wealth
Ascent Wealth Advisors LLC is a fee-only Registered Investment Advisor located in Newport Beach, CA. We work with clients both locally and virtually across the country to help plan their financial future.
We work with young clients in their 30’s and 40’s looking to retire early or work by choice. If that sounds like you - feel free to reach out!
What makes us different?
My goal is simple - to make the world better one client at a time. There are no aspirations to become the largest planning firm or focus on managing the the most money, but instead have a limited number of highly personalized client relations and know each and every client.
We believe in a transparent process
No hidden fees, no commissions, and no nickle and diming. We clearly communicate costs, potential and realized returns, risks, and opportunities.