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Paul Gronewoller

Ascension Financial
23 Years of Experience
Ft. Collins, CO
2 Disclosures
View SEC Summary
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Paul Gronewoller is a registered investment advisor at Ascension Financial, based in Ft. Collins, CO, with 23 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 96 clients with $72M in assets under management.

Ascension Financial
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
96 clients
Average Client Portfolio
$747K average
Assets Under Management
$71.8M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.15%
$3M+0.80%

Fees are negotiable. $2,000 minimum annual fee applies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

215 W. Magnolia St., Suite 200, Ft. Collins, CO, 80521

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2022
Final
Regulatory
June 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Paul is the owner of Gronewoller & Associates LLC, providing consulting services since 2005. He also serves on the Finance Committee for Fort Collins Country Club since 2018.

Employment History
Current Registrations
Ascension Financial
March 2005 - Present · 21 yrs 2 mos
Previous Registrations
Rea Capital Management, LLC
September 2003 - April 2005 · 1 yr 7 mos
Rea Capital Management, LLC
September 2003 - December 2003 · 3 mos
The O.N. Equity Sales CompanyBroker
July 2002 - May 2005 · 2 yrs 10 mos
State Registrations1 state
CO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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