OneAscent Wealth Management

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Total assets under management

$431,684,302

Total clients

913

13% high-net worth

Total advisors

of 24 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

101

Average account size

$472,820

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

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.

Percentage

0.50% to 2.00% per annum (negotiable based on account size, complexity, and other factors)

Project-based

Financial planning hourly rates between $125 and $500 per hour depending on professional.

Other

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.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

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.

Accountant / CPA / tax prep

They offer tax and accounting 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.

Main office location

OneAscent Wealth Management

23 Inverness Center Parkway

Birmingham AL 35242, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook YouTube Website 205-313-9142

Advisors at this firm

Robert L

CFP®, Series 66

Birmingham, AL

OneAscent Wealth Management

Brent W

Series 63, Series 66

Albany, GA

OneAscent Wealth Management

Thomas C

Series 65

Birmingham, AL

OneAscent Wealth Management

Samuel J

Series 65

Birmingham, AL

OneAscent Wealth Management

Gary H

Series 65

Birmingham, AL

OneAscent Wealth Management

Martin S

Series 65

Birmingham, AL

OneAscent Wealth Management

Thomas P

CFP®, Series 63

Birmingham, AL

OneAscent Wealth Management

Benjamin C

Series 65

Birmingham, AL

OneAscent Wealth Management

Faustino M

CFP®, Series 66

Pensacola, FL

OneAscent Wealth Management

Mark T

Series 63, Series 65

Indian Valley, VA

OneAscent Wealth Management

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