ASCEND INVESTMENT PARTNERS
SEC RegisteredPlan for your future. Keep more for your family. Grow for generations.
About the firm
Ascend Investment Partners are fiduciary, fee-only financial advisors based in Utah with offices in Logan and Ogden, serving clients locally and throughout Utah. They help clients build comprehensive financial plans rooted in three pillars: Plan, Keep, and Grow, with a focus on retirement planning and investment management. Their only compensation is a single fee for the investments they manage, and they do not accept fees or compensation based on product sales.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, retirement planning, retirement income planning, estate planning coordination, tax coordination, and connecting clients with trusted professionals such as estate attorneys and tax professionals.
Who they serve
Individuals and families planning for, building, and enjoying retirement, including multiple generations of families, served locally in Logan and Ogden, Utah, and throughout Utah in-person or virtually.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 748 | $173M |
| High Net Worth Individuals | 183 | $448M |
| Charitable Organizations | 15 | $15M |
| State/Municipal Entities | 8 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ASCEND INVESTMENT PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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