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Aiden Michael Gaugler

Advisor at OneAscent Financial Services LLC — Selinsgrove, PA

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Selinsgrove, PA 17870

OneAscent Financial Services LLC logo

OneAscent Financial Services LLC

Multi-team

Total advisors

75

Across 42 offices

Clients per advisor

68 High

Avg AUM per client

$589,892 Typical

HNW client ratio

16% Typical

About

Aiden Gaugler is a financial advisor at OneAscent Financial Services LLC with a Series 65 license and less than one year of industry experience. Prior to joining OneAscent, he held positions at Sheetz and worked in educational institutions including Commonwealth University, PA Cyber, and Selinsgrove Area School District. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through various advisory teams. The firm offers discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting services.

Client services

Based on OneAscent Financial Services LLC

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

Expertise

Based on OneAscent Financial Services LLC

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing

Occupation focus

Based on OneAscent Financial Services LLC

Executive

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Fee options

Fixed

Fixed fees for financial planning typically range from $0 to $15,000 per project or quarter, with extremes up to $100,000+; financial consulting fixed fees typically range from $500 to $4,000 per annum; asset management may also be done on a flat fee basis between $1,000 and $100,000 per annum; tax preparation fees are fixed but negotiated case-by-case; back-office services fees can be flat or hourly.

Percentage

$0+: 0.50% to 2.00% per annum for Unified Managed Accounts (UMAs) and Asset Management for Non-UMA Clients $0+: 0.50% to 1.00% per annum for Asset Management of Held Away Accounts $0+: 0.50% to 2.00% per annum for Asset Management of Fee Based Annuities and Insurance

Commissions

Certain professionals registered as broker-dealer representatives receive customary commissions on sales of various securities including insurance products; commissions are not offset against advisory fees.

Project-based

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

Other

Minimum fee: Flat fees typically range between $1,000 and $100,000 per annum for asset management; financial planning fixed fees typically range between $0 and $15,000, with special cases over $100,000; financial consulting fixed fees typically range between $500 and $4,000 per annum. Fee-only: Financial planning fees can be hourly or fixed fee, with hourly charges between $125 and $500 per hour. Fixed fees typically range from $0 to $15,000, sometimes higher.

Location

See office

Selinsgrove, PA

8 Commerce Avenue

Selinsgrove PA 17870

Advisors at this office

2

Most active in

Pennsylvania

Work history

< 1 year of industry experience

OneAscent Financial Services, LLC d/b/a Lone Oak Financial

2025 - Present • 1 year

Birmingham, AL

Sheetz

2025 - 2025 • 1 year

Selinsgrove, PA

Sheetz

2024 - 2025 • 1 year

Mill Hall, PA

Commonwealth University

2022 - Present • 4 years

Lock Haven, PA

PA Cyber

2019 - 2022 • 3 years

Midland, PA

Selinsgrove Area School District

2016 - 2019 • 3 years

Selinsgrove, PA

Disclosures

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

Business activities & affiliations

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Curtis N

Series 65

Lewisburg, PA

Pioneer Fortress Consulting LLC

Curtis Nicholls is a Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Pioneer Fortress Consulting LLC and has been an associate professor at Bucknell University since 2009, where he teaches and conducts academic research. Pioneer Fortress Consulting provides investment advisory and financial planning services to individuals and families, focusing on self-directed asset management without taking custody of client assets or exercising discretionary trading authority. The firm offers educational seminars and tailors advice to clients’ time horizons and risk tolerances, using broadly diversified investments such as ETFs, mutual funds, and fixed income instruments.

Cash flow / budgeting
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Bradley C

Series 65

Lewisburg, PA

Granite Financial Advisors, Inc.

Bradley Catherman is a financial advisor at Granite Financial Advisors, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at Granite Financial Advisors since 2016. In addition to his advisory role, he is a full-time teacher with the Lewisburg Area School District. Granite Financial Advisors provides wealth management and comprehensive financial planning services to individuals, trusts, corporations, and estates. The firm employs quantitative analysis and cost-controlled, dividend-focused investment strategies, managing approximately $1.83 million across eleven clients.

Debt management College savings (529s, UTMA, etc.) Retirement income strategy Educators, Teachers, and Academics
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Justin B

CFP®, Series 66

Lewisburg, PA

Vision Wealth Advisors, LLC

Justin Buttrick is a CFP® professional with 17 years of experience in financial advising. He is the sole advisor at Vision Wealth Advisors, LLC, an independent SEC-registered firm he joined in 2024. His prior experience includes roles at Private Advisor Group, LPL Financial, and Edward Jones. Vision Wealth Advisors manages approximately $104.6 million for around 200 clients, offering investment management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, employer plan sponsors, and businesses. The firm combines passive and active investment strategies and provides ERISA fiduciary services to employer plan sponsors, alongside access to multiple custodians and institutional resources.

Business ownership considerations Business exit / sale strategy Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner

Josh K

CFP®

Lewisburg, PA

Omniwealth Investments LLC

OMNIWEALTH GROUP specializes in strategic financial planning, investment analysis, and portfolio management for affluent investors and those aspiring to financial independence.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Pierce E

Series 65

Mifflinburg, PA

Buffalo Valley Wealth Plus

Pierce Edinger is a financial advisor at Buffalo Valley Wealth Plus with one year of industry experience. He holds a Series 65 credential and has previously worked at Susquehanna Community Bank. Buffalo Valley Wealth Plus provides investment advisory and financial planning services to individuals, including high-net-worth clients, and non-profit organizations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios that emphasize income-generating instruments alongside mutual funds, ETFs, fixed income, and annuities, and also offers discretionary and non-discretionary portfolio management with ongoing financial coaching.

Options & derivatives strategies Concentrated stock management Private / alternative investments
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Darin K

CFP®, Series 63, Series 65

Lewisburg, PA

Tower Wealth Partners

Darin Koss is a CFP® with 34 years of industry experience and is currently an advisor at Tower Wealth Partners in Lewisburg, PA. His prior roles include positions at Raymond James Financial Services and founding Koss Financial Group, where he remains owner of a support company unrelated to investment advisory. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer retirement plans. The firm manages approximately $440 million in client assets and employs a long-term oriented investment approach combining fundamental and technical analysis.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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