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OneAscent Financial Services LLC

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Total assets under management

$2,610,953,335

Total clients

4,057

15% high-net worth

Total advisors

57

of 125 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

71

Average account size

$643,567

About

OneAscent Financial Services LLC is a registered investment adviser managing roughly $2.61 billion through a network of 57 advisors and serving individuals (including high‑net‑worth), pension and profit‑sharing plans, trusts, charitable organizations, and corporate clients. The firm provides discretionary and non‑discretionary asset management, financial planning, ERISA investment fiduciary services, tax preparation arrangements, back‑office support for other RIAs, and access to unified managed account programs.

The firm constructs individualized asset‑allocation guidelines and implements portfolios through a mix of direct management, third‑party managers, and Unified Managed Accounts created by its affiliate OneAscent Investment Solutions (OAIS). OneAscent uses overlay managers (Adhesion and GeoWealth, and Natixis for some UMAs), offers optional tax‑overlay management and an outsourced CIO, and also makes use of automated platforms such as Schwab’s Institutional Intelligent Portfolios and tools for managing held‑away accounts.

A few features the brochure highlights as atypical for enterprise peers are prominent: certain OneAscent professionals are registered representatives of Purshe Kaplan Sterling Investments, Inc., permitting brokerage transactions and the receipt of customary commissions, and some advisors arrange or refer clients to accounting services provided by individuals they utilize. The firm also integrates faith‑based giving tools (OneGive/CharityVest), affiliated investment vehicles (OAIS and OneAscent Capital), and outsourced compliance/back‑office offerings, and discloses these relationships and attendant conflicts in its Form ADV.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Consulting

Fee options

Fixed

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.

Percentage

$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

Commissions

Certain professionals are registered representatives of Purshe Kaplan Sterling Investments, Inc. and receive customary commissions for sales of securities.

Project-based

Financial planning hourly fees typically $125 to $500 per hour.

Other

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.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

OneAscent Financial Services LLC

23 Inverness Parkway

Birmingham AL 35242, United States

Number of offices

36

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