Rich Carroll, CFP® First Ascent Financial, LLC

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About Rich Carroll, CFP®

I’m a fee-only financial advisor located in Colorado Springs, CO and serve clients locally and across the nation through virtual meetings. I help hardworking professionals focus on pursuing their dreams and desires instead of worrying about running out of money in the future. My firm specializes in tax planning and retirement planning, and I have an expertise in government and military pensions.

The first step to a confident financial future is creating a plan. My firm’s planning process is individualized and tailored to your specific circumstances. Through meaningful conversation I give personalized advice, so that my clients can pursue their unique dreams, seize opportunities, and navigate life’s transitions.

My passion for helping people achieve financial freedom lead me to earn a degree in Personal Financial Planning from Texas Tech University, one of top programs in the nation. After graduating I started my career in the financial industry at USAA where I enjoyed working with our military community. I then became a financial advisor with a local wealth management firm serving predominately professional women and engineers.

I found great joy in helping clients feel confident about their retirement and then enjoy the freedom to use their money on experiences that enrich their lives. This is when I decided to embark on my dream of starting First Ascent Financial. I wanted the ability to focus on each client’s unique story and the freedom to serve them as an independent, fee-only advisor.

I am outnumbered by women with my beautiful wife and two daughters. We love having adventures outside as a family and finding new culinary delights.

 

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Ideal Clients

  • Engineering Professionals
  • Military & Veterans
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • Quarterly Fee: $300+/qtr
  • Flat Fee: $1,200+/engagement
  • Hourly Fee: $200+/hr
  • AUM: 0.80%

SEC Records

States Registered

  • Colorado

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