Ascent Wealth Partners, LLC

Ascent Wealth Partners, LLC (CRD# 158898) is a financial advisory firm headquartered in Utica, NY. They manage $349,140,000 in 790 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    349
    MILLION
  • Total Number of Accounts
    790
    ACCOUNTS
  • Average Account Value
    $441,949
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, NH, NY, TN, VA

Financial Advisors at Ascent Wealth Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Timothy P. Fontaine
CRD#: 5641302
122 Business Park Drive, Suite 5, Utica, NY 13502
90
Wealthminder
score

Timothy Fontaine (CRD# 5641302) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in Utica, NY and has over 7 years of experience in the finance industry. Timothy Fontaine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Christopher B. Lai
CRD#: 5915028
122 Business Park Drive, Suite 5, Utica, NY 13502
90
Wealthminder
score

Christopher Lai (CRD# 5915028) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in Utica, NY and has 1 year of experience in the finance industry.

3
Scott C. McCartney
CRD#: 4938320
122 Business Park Drive, Suite 5, Utica, NY 13502
90
Wealthminder
score

Scott McCartney (CRD# 4938320) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in Utica, NY and has 1 year of experience in the finance industry.

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