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Clay Anderson, CFA®
Ascendance Wealth

Tel: 303-264-4797
1414 N 10th Ave
Pensacola, FL 32503
Ascendance Wealth | Financial Advisor in Pensacola ,FL

Together for Tomorrow


About Clay Anderson

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.


About Ascendance Wealth

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

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General Information

Firm Start Year:   2007
No.of Employees:   2-4
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)
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs
Advisory Services Provided:   Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Businesses

Services

Investment Types:   FOREX & Currency, Options & Futures, Bonds, Stocks, Commodities, Exchange Traded Funds (ETFs), Mutual Funds, Alternative Investments
Can meet clients in the following ways:   Video Conference, Our Offices, Your Home, Our Office, Via Phone, Via Email, Your 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

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets, Flat Fee, Hourly
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

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Compliance

Registered Investment Advisor:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


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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