Elizabeth Muro is a registered investment advisor at Ascentis Independent Advisors, LLC, based in Newport Beach, CA, with 8 years of industry experience. Elizabeth 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, Investment Management, and 2 more. Their firm serves 2,208 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascentis Independent Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 2.00% of the value of your account, deducted quarterly in advance. Fees are negotiable. Ascentis may invest client assets in models created by affiliates, who could be compensated.
Location
20201 SW Birch St, Ste 250, Newport Beach, CA, 92660
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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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Elizabeth is a planning consultant and financial planner through Proxy Freedom since 2023. She also works as an instructor at Huntington Beach Adult School since 2024.
Employment History
Current Registrations
Ascentis Independent Advisors, LLC
Previous Registrations
Proxy Freedom
United Planners' Financial Services of America a Limited PartnerBroker
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
LPL Financial LLC
Madrid Retirement Advisors
LPL Financial LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.