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
Andover, NJ 07821
Credentials
Series 66
Industry experience
< 1 year
Brian Schaaf is a financial advisor at OneAscent Financial Services LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Nexus Peer Financial Coaching, and Regal Holdings. Outside of his advisory work, he is involved in data analysis and aggregation through co-ownership and sole ownership of businesses unrelated to investment management. OneAscent Financial Services LLC manages approximately $2.61 billion and serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary asset management, financial planning, and ERISA fiduciary services, utilizing a combination of direct management, third-party managers, and unified managed accounts.
Based on OneAscent Financial Services LLC
Based on OneAscent Financial Services LLC
Financial planning and financial consulting fixed fees; asset management flat fees between $1,000 and $100,000 per annum in limited circumstances
Certain professionals are registered representatives and receive customary commissions for insurance and securities sales
Financial planning hourly rate between $125 and $500 per hour
Minimum fee: Flat fees typically between $1,000 and $100,000 per annum for asset management Fee-only: Financial planning fees can be hourly ($125-$500 per hour) or fixed fee ($0 to $15,000, can exceed $100,000 in special cases); financial consulting fixed fees $500 to $4,000 per annum; tax preparation fees vary case-by-case; back-office services negotiable flat or hourly fees
219 Main Street, Suite 1
Andover, NJ 07821
New Jersey
OneAscent Financial Services, LLC
2026 - Present (1 year)
Purshe Kaplan Sterling Investments
2025 - Present (1 year)
OneAscent Financial Services, LLC
2025 - 2026 (1 year)
Nexus Peer Financial Coaching
2023 - 2025 (2 years)
Regal Holdings
2023 - 2024 (1 year)
Premier Martial Arts
2022 - 2023 (1 year)
Calvin University
2021 - 2025 (4 years)
Ditto Upscale Resale
2018 - 2021 (3 years)
Eastern Christian
2015 - 2021 (6 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.
Series 63, Series 65
Randolph, NJ
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Chambers Capital, LLC
CFP®, Series 63, Series 65
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Shapiro Asset Management, LLC
CFP®
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Vetter Planning
Thomas Vetter is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and the founder of Vetter Planning. He chose to establish Vetter Planning because of his desire to help individuals and small businesses develop financial plans that are designed to achieve their goals. It was founded upon principles that place the utmost value on its clients’ financial goals and objectives. It is in the business of building long-term, solid relationships that are based upon trust and quality client service. Since 2002, Tom has been providing financial planning and investment advice. He graduated from Siena College in Loudonville, NY with a Bachelor of Science degree in Finance. Prior to founding Vetter Planning, he was a Senior Financial Analyst for Guardian Life and an Investment Analyst for NYC Housing Development Corporation. Tom resides in Randolph, New Jersey with his wife, Jennifer, son Gavin, and daughters, Abigail and Claire. His interests include volunteering, coaching youth sports, golf, and mountain biking.
CFP®, Series 65
Rockaway, NJ
Marc Alan Wealth Management LLC
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