Advisor at OneAscent Wealth Management
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 Wealth Management
Location
Indian Harbor Beach, FL 32937
Credentials
Series 63, Series 65
Industry experience
38 years
Financial planning fixed fees typically between $0 and $15,000, and in special circumstances can exceed $100,000; financial consulting fixed fees between $500 and $4,000 per annum; asset management flat fees between $1,000 and $100,000 per annum in limited circumstances.
0.50% to 2.00% per annum (negotiable based on account size, complexity, and other factors)
Financial planning hourly rates between $125 and $500 per hour depending on professional.
Account minimum: No specified minimum account size; however, some clients accessing multiple asset management styles, specifically third-party managers, may be required to have an account minimum. Minimum fee: Flat fees between $1,000 and $100,000 per annum for asset management in limited circumstances; fixed fees for financial consulting between $500 and $4,000 per annum.
OneAscent Financial Services
2020 - Present (6 years)
OneAscent Wealth Management
2020 - Present (6 years)
Next Financial Group Inc
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Floyd, VA
Edward Jones
Series 63, Series 66
Pulaski, VA
Edward Jones
Series 66
Pulaski, VA
Roger R. Bell & Co., Inc.
Series 63, Series 65
Pulaski, VA
Valic Financial Advisors
Series 63, Series 65
Pulaski, VA
OSAIC Institutions, INC.
CFP®, Series 63
Zachary, LA
Gladstone Wealth Partners
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