Final Ascent Wealth Advisors, LLC
Final Ascent Wealth Advisors, LLC (CRD# 313896) is a financial advisory firm headquartered in Lafayette, LA. They manage $22,238,294 in 44 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Final Ascent Wealth Advisors, LLC
By the Numbers
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Total Assets Under Management22MILLION
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Total Number of Accounts44ACCOUNTS
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Average Account Value$505,416
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Final Ascent Wealth Advisors, LLC
1
Chase Kenner (CRD# 5688669) is an Investment Advisor Representative working at Final Ascent Wealth Advisors, LLC in Lafayette, LA and has over 14 years of experience in the finance industry.
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