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Joshua Stuart Smith

Advisor at OneAscent Financial Services LLC — Decatur, IN

Updated today

Credentials

Series 66

Experience

4 years

Location

Decatur, IN 46733

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

Joshua Smith is a financial advisor with OneAscent Financial Services LLC in Decatur, Indiana, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Cambridge Investment Research Inc., and First Bank of Berne. He also volunteers with Lifewise Academy. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and utilizes both advisor-managed and model-based investment programs, including Unified Managed Account solutions.

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

Decatur, IN

104 South 3rd Street

Decatur IN 46733

Advisors at this office

4

Most active in

Indiana

Work history

4 years of industry experience

Purshe Kaplan Sterling Investments

2022 - Present • 4 years

Albany, NY

OneAscent Financial Services, LLC

2022 - Present • 4 years

Birmingham, AL

Cambridge Investment Research Inc.

2022 - 2022 • 1 year

Fairfield, IA

Cambridge Investment Research Inc.

2021 - 2022 • 1 year

Fairfield, IA

First Bank of Berne

2019 - 2021 • 2 years

Berne, IN

First Bank of Berne

2017 - 2019 • 2 years

Berne, IN

MD Landscaping Service

2013 - 2017 • 4 years

Decatur, IN

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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Michael H

Series 63, Series 66

Decatur, IN

Midwest Capital Financial Advisors, LLC

Michael Hamilton is a financial advisor at Midwest Capital Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services and Moneyblock. In addition to his advisory role, he is president and owner of Midwest Capital Resources, Inc., where he provides insurance consulting and sales of non-registered insurance products. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser with two advisors managing approximately $12.9 million in client assets. The firm serves individuals, trusts, charitable organizations, and employer-sponsored plans, offering portfolio management, financial planning, and retirement-plan services using a combination of fundamental and technical analysis alongside various trading strategies.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retired
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Jerry B

Series 65

Decatur, IN

Midwest Capital Financial Advisors, LLC

Jerry Baughman is a financial advisor at Midwest Capital Financial Advisors, LLC with a Series 65 credential and recent experience in the financial services industry since 2023. Prior to joining the firm, he held roles at Midwest Capital Resources and Collins Mobile LLC, among others. He is also an insurance agent at Midwest Capital Resources, a non-investment related insurance agency. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser serving approximately 100 clients with $12.9 million in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a combination of fundamental and technical analysis alongside various investment strategies.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retired
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Brad J

Series 65

Hoagland, IN

Thrivent Advisor Network, LLC

Brad Jeffrey is a Series 65-licensed financial advisor with five years of industry experience. He currently works at Thrivent Advisor Network, LLC and previously spent 16 years at Lincoln Financial Group. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning through various approaches, including the use of low-cost mutual funds, ETFs, and access to independent managers.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
user avatar

Kaden B

Series 65

Bluffton, IN

OneAscent Financial Services LLC

Kaden Bussel is a financial advisor with OneAscent Financial Services LLC, holding a Series 65 designation and two years of industry experience. His work background includes roles at OneAscent Financial Services and Strategence Capital LLC, as well as positions in education and community organizations. Outside of advising, he is the owner of H&K Estates LLC, a business that manages a residential duplex. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides a range of services including discretionary and non-discretionary asset management, financial planning, and outsourcing solutions, utilizing individualized asset-allocation strategies and various overlay and automated management platforms.

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

Series 63, Series 65

Hoagland, IN

Thrivent Advisor Network, LLC

Davon Bultemeier is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Thrivent Investment Management Inc. and THRIVENT FINANCIAL for Lutherans. Outside of advising, he owns and operates a 400-acre corn and soybean farm and serves on the Board of Directors for Concordia Lutheran High School, overseeing a $26 million endowment. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs while offering access to independent managers and a range of investment options.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
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Cameron C

CFP®, Series 66

Decatur, IN

OneAscent Financial Services LLC

Cameron Collier is a financial advisor with OneAscent Financial Services LLC in Decatur, Indiana, holding the CFP® designation and Series 66 license. He has 16 years of industry experience, including 12 years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., and has worked at Purshe Kaplan Sterling Investments since 2022. Outside of advisory work, he volunteers with the Adams Central Football Booster Club, serves on the Adams County Sheriff's Merit Board, and participates in the Senator Jim Banks Service Academy Selection Committee. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, utilizing individualized asset-allocation strategies and various overlay and automated investment platforms.

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