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Brent Whiddon

Advisor at OneAscent Wealth Management

Updated today

Location

Albany, GA 31707

Credentials

Series 63, Series 66

Industry experience

31 years

About

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.

Client services

Based on OneAscent Wealth Management

Financial planning Portfolio management Selection of other advisers

Expertise

Based on OneAscent Wealth Management

Tax-loss harvesting Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management

Occupation focus

Based on OneAscent Wealth Management

Founder/Business Owner Retired Executive

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Fee options

Fixed

$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

Project-based

$125 to $500 per hour

Location

2410 Westgate Drive, Suite 108

Albany, GA 31707

Most active in

Georgia · Tennessee · Texas

Work history

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)

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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Jonathan F

Series 63, Series 65, Series 66

Leesburg, GA

Integrity Dynamic Investments LLC

Jonathan Fisk is a financial advisor at Integrity Dynamic Investments LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Integrity Dynamic Investments since 2014. Integrity Dynamic Investments provides discretionary asset management and ongoing portfolio supervision for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm utilizes a rules-based, dynamic asset allocation strategy that incorporates fundamental, technical, relative strength, and quantitative analysis, with a focus on Dorsey Wright research and the DALI relative-strength framework.

Active portfolio management Factor investing / smart beta Passive / index investing
user avatar

Kelly J

Series 63, Series 65

Albany, GA

The Jenkins Group

Kelly Jenkins is a financial advisor at The Jenkins Group in Albany, GA, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with The Jenkins Group since 2005 and has also worked at LPL Financial LLC since 2009. Kelly is a 50% owner of The Jenkins Group and provides consulting services related to financial planning. The Jenkins Group serves individual investors, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm constructs portfolios using a combination of in-house models, third-party managers, and advisory programs through LPL Financial and SEI, managing over $200 million in client assets while integrating investment, tax, and retirement-plan services.

General retirement planning General tax planning Wealth management Charitable giving & philanthropy Business ownership considerations
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Davis G

Series 66

Albany, GA

The Jenkins Group

Davis Gill is a financial advisor at The Jenkins Group with seven years of industry experience. He holds a Series 66 designation and has worked at The Jenkins Group and LPL Financial since 2019. Outside of his advisory role, he is involved in managing a pecan farm and serves as a successor trustee for a community property trust. The Jenkins Group serves individual investors, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm uses a combination of in-house models, third-party managers, and sponsored advisory programs to construct and manage client portfolios on both discretionary and non-discretionary bases.

General retirement planning General tax planning Wealth management Charitable giving & philanthropy Business ownership considerations
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Britt B

CFP®, Series 66

Albany, GA

KingsMark Private Financial Advisors, LLC

Britt Bazemore is a CFP® professional with 17 years of industry experience, currently serving at KingsMark Private Financial Advisors, LLC since 2008. She is also CEO of Broadview Advisory Group, LLC, where she provides financial advisory and CPA services. Additionally, Bazemore holds roles as an independent insurance agent and serves on the board of Doublegate Country Club as secretary. KingsMark Private Financial Advisors serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, emphasizing fundamental analysis, asset allocation, and the use of options and margin strategies when appropriate.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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Noah M

Series 65

Albany, GA

KingsMark Private Financial Advisors, LLC

Noah Mc Corkle is a financial advisor at KingsMark Private Financial Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at the University of Georgia and the University of North Georgia. In addition to his advisory role, he operates as an independent insurance agent recommending life, disability, and long-term care insurance. KingsMark serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis, asset-allocation models, and options and margin strategies when appropriate.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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Thomas S

CFP®, ChFC®, Series 63, Series 65

Albany, GA

KingsMark Private Financial Advisors, LLC

Thomas Sanders is a CFP® and ChFC® with 27 years of industry experience. He has served at KingsMark Private Financial Advisors, LLC since 2008 and has operated his own sole proprietorship since 1985. Outside of his advisory work, he manages several family-owned land and farming businesses, including a hunting guide service and timberland operations. KingsMark Private Financial Advisors serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, employing fundamental analysis, asset-allocation models, and options strategies, with access to affiliated accounting and tax services.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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