Chase Kenner is a CFP-designated registered investment advisor at Final Ascent Wealth Advisors, LLC, based in Lafayette, LA, with 14 years of industry experience. Chase operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 21 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fee Estimator
Location
315 S. College Rd., Suite 205, Lafayette, LA, 70503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Chase is the sole owner and managing member of Kenner Capital, L.L.C., which owns equity in Final Ascent, LLC and Final Ascent Wealth Advisors, LLC. Chase is also the VP of Business Development of Final Ascent, LLC, a business exit planning and M&A advisory firm, and is compensated for these non-securities related services.
Employment History
Current Registrations
Final Ascent Wealth Advisors, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Cetera Advisor Networks LLCBroker
Summit Financial Wealth Advisors
Summit Brokerage Services, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Ahrens Investment Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Edward JonesBroker
State Registrations1 state
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