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
Trevor, WI
Credentials
CFP®, Series 66
Industry experience
21 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.
One Ascent
2021 - Present (5 years)
Purshe Kaplan Sterling Investments
2021 - Present (5 years)
Ameriprise Financial Services, Inc.
2005 - 2021 (16 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.
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Rob Kubik is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as a Benefits & Planning Consultant at Fidelity Investments from 2021 to 2025, and as a Financial Consultant at the same firm from 2016 to 2021. Before joining Fidelity Investments, Rob was a Financial Advisor at Edward Jones from 2014 to 2016. Rob specializes in helping clients maximize their workplace benefits, build wealth, and plan for retirement with a focus on tax-efficient investing. He employs a holistic approach to financial planning, aiming to create intentional and well-structured financial strategies. [No information was provided regarding Rob's education, credentials, personal interests, or community involvement.]
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