Brent Whiddon
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.
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.
Location
Albany, GA 31707
Credentials
Series 63, Series 66
Industry experience
31 years
Brent Whiddon is a financial advisor at OneAscent Wealth Management with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Cetera Advisor Networks, CWM, LLC, Whiddon Wealth Management, LLC, and LPL Financial, LLC. Outside of advising, he owns a farming business, speaks at financial education seminars, and is a member and speaker for The Society for Financial Awareness. OneAscent Wealth Management serves individuals, retirement plans, trusts, and institutions by providing asset management, financial planning, and fiduciary services. The firm uses quantitative analysis and manager due diligence to create customized asset allocation strategies across various investment vehicles, and offers additional services such as UMA overlay management and tax overlay options.
Based on OneAscent Wealth Management
Based on OneAscent Wealth Management
$500 to $4,000 per annum for financial consulting; $1,000 to $100,000 per annum for asset management (in limited circumstances); $0 to $15,000 (typical) and can exceed $100,000 for financial planning
$125 to $500 per hour
2410 Westgate Drive, Suite 108
Albany, GA 31707
Georgia · Tennessee · Texas
OneAscent Wealth Management
2020 - Present (6 years)
Cetera Advisor Networks
2017 - 2020 (3 years)
CWM, LLC
2015 - 2020 (5 years)
Whiddon Wealth Management, Llc
2009 - 2020 (11 years)
LPL FInancial, LLC
2009 - 2017 (8 years)
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