Advisor at OneAscent Financial Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
OneAscent Financial Services LLC
Location
Milford, IN
Credentials
Series 66
Industry experience
3 years
Financial planning fixed fees typically $0 to $15,000, can exceed $100,000; Financial consulting fixed fees $500 to $4,000 annually; Asset management flat fees $1,000 to $100,000 per annum; Tax preparation fixed fees vary.
$0+: Generally 0.50% to 2.00% per annum (negotiable) for Unified Managed Accounts (Adhesion and GeoWealth) $0+: Generally 0.50% to 2.00% per annum (negotiable) for Unified Managed Accounts (Natixis) $0+: Generally 0.50% to 2.00% per annum (negotiable) for Asset Management for Non-UMA Clients $0+: Generally 0.50% to 1.00% per annum (negotiable) for Asset Management for Held Away Accounts
Certain professionals are registered representatives of Purshe Kaplan Sterling Investments, Inc. and receive customary commissions for sales of securities.
Financial planning hourly fees typically $125 to $500 per hour.
Account minimum: OneAscent does not have a specified minimum account size. Some clients wishing to access multiple asset management styles, specifically third party managers, may be required to have an account minimum (amount not specified). Fee-only: Financial Planning: Hourly fees $125-$500; Fixed fees $0-$15,000, can exceed $100,000; Financial Consulting Fixed fees $500-$4,000 annually; Tax Preparation fees vary (case-by-case); Back-office services negotiable flat or hourly; Flat fees for asset management $1,000-$100,000 annually.
OneAscent Financial Services LLC
2023 - Present (3 years)
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2022 - 2023 (1 year)
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The House of Life and Hope, Inc
2008 - 2022 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CPA
Goshen, IN
Integrated Financial Planning Solutions, LLC
Stop Guessing. Start Planning. When it comes to money, there’s the strategic way—and then there’s every other way. Since 2010, our fee-only CFP® and CPA professionals have been helping clients build strategies and portfolios designed to meet long-term goals and simplify their financial lives. We’ve dedicated our careers to helping you define and execute the financial strategies that power your life. IFPS aims to serve as your trusted advisor, helping you craft a comprehensive and tax-efficient financial strategy that aligns with your values and life vision.
CFP®, Series 63, Series 66
Goshen, IN
Edward Jones
CFP®, Series 66
Nappanee, IN
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Series 66
Goshen, IN
Edward Jones
CFP®, ChFC®, Series 66
Ligonier, IN
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CFP®, Series 66
Warsaw, IN
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