Ascension Wealth Advisors, LLC
Ascension Wealth Advisors, LLC (CRD# 153802) is a financial advisory firm headquartered in Murfreesboro, TN. They manage $19,500,000 in 94 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts94ACCOUNTS
Average Account Value$207,447
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
William Thomas (CRD# 2543210) is an Investment Advisor Representative working at Ascension Wealth Advisors, LLC in Murfreesboro, TN and has over 21 years of experience in the finance industry.