Steven Fehlenberg is a registered investment advisor at Ascension Wealth Advisors, based in Marietta, GA, with 10 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 74 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Ascension Wealth Advisors does not directly manage investments. Instead, they recommend third-party money managers who charge fees based on a percentage of the assets they manage, with a maximum fee of 1.50%. Ascension Wealth Advisors may receive up to 25% of the money manager's fee as a referral fee, with client approval. Clients with $20 million or more of assets under management with recommended third-party managers may receive financial planning and consulting services at no additional cost.
Location
506 Roswell Street, Se, Ste. 310, Marietta, GA, 30060
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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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Steven is a Certified Public Accountant (CPA) providing tax and accounting services through Steven R. Fehlenberg & CO., P.C. He spends about 10% of his time on this activity.
Employment History
Current Registrations
Ascension Wealth Advisors
State Registrations2 states
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