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Clay Anderson, CFA®
Ascendance Wealth

Tel: 303-264-4797
1414 N 10th Ave
Pensacola, FL 32503

Together for Tomorrow

Ascendance Wealth | Financial Advisor in Pensacola ,FL

About Ascendance Wealth

We exist to pursue maximum financial returns for all our clients through efficient use of risk suitable for each.


General Information

Firm Start Year:   2007
No.of Employees:   2-4
Gender:   Male
Name of Broker/Dealer:   Shareholder Services Group
Name of Custodial Firm:   Pershing
States Licensed in:   CO, FL
Number of Years with Current Firm:   14
Work Experience:   Professional investor with diverse international experiences in M&A and strategic finance that influences custom financial solutions for individuals, either planning for or already in retirement. - Director, Ascendance Wealth (FEB-2007 to current) - CFO, ACI Learning (APR-2021 to current) - CFO, Hoonuit (FEB-2017 to NOV-2020) - CFO, TeamQuest (SEP-2015 to DEC-2016)
I work with the following types of clients:   Non-Profit Organizations, Businesses, Individual Investors, Investment Clubs
Advisory Services Provided:   Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Retirement Planning


Services

Investment Types:   Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Stocks, FOREX & Currency
I can meet clients in the following ways:   Our Offices, Video Conference, Via Email, Via Phone, At your office, At your home, At my office


Firm Information

Firm's Number of Clients:   12
Firm's Number of Planning Clients:   12
Firm's Number of Managed Clients:   12
Assets Managed by Firm:   50000000
Advisor's Number of Clients:   12
Advisor's Number of Managed Clients:   12
Advisor's Number of Planning Clients:   12
Assets Managed by Advisor:   $50000000


Compliance

Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Hourly, Flat Fee, Based on Assets
Fee % Based on Assets:   1.00%
Hourly Rate:   $250
Minimum Fee Charged for Managed Accounts:   $1,000
Minimum Fee Charged for Hourly Planning Accounts:   $250


Board Positions

Organization:  Parker Core Knowledge Charter School  Parker, Colorado
Position :  President
Duration :  04/01/2017-10/31/2020


Education

MBA - Finance  University of Colorado - Colorado
01/01/1999-05/31/2000

BSBA - Finance  University of Colorado - Colorado
08/01/1997-05/31/1999


Clay Anderson

Clay Anderson

CFA®

ABILITY / TRANSPARENCY / INTEGRITY Clay Anderson leads all investment activities for the firm and has overseen over $800M in investments across multiple continents for a number of clients and corporations in diverse industries. He has multiple degrees in finance from the University of Colorado and also holds a CFA charter. Clay grew up on a large cattle ranch in southeastern Colorado and remains active in its operation. He splits his time between Colorado and Florida with his wife, Lauren (a Pensacola native), and three children.

Office Hours

wiseradvisor-balck-li-img Sun. 7:00 AM - 10:00 PM
wiseradvisor-balck-li-img Mon. 7:00 AM - 10:00 PM
wiseradvisor-balck-li-img Tue. 7:00 AM - 10:00 PM
wiseradvisor-balck-li-img Wed. 7:00 AM - 10:00 PM
wiseradvisor-balck-li-img Thu. 7:00 AM - 10:00 PM
wiseradvisor-balck-li-img Fri. 7:00 AM - 10:00 PM
wiseradvisor-balck-li-img Sat. 7:00 AM - 10:00 PM

Compensation Arrangements

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