Joshua Smith
Advisor at OneAscent Financial Services LLC
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 Financial Services LLC
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
Decatur, IN 46733
Credentials
Series 66
Industry experience
3 years
Joshua Smith is a financial advisor with OneAscent Financial Services LLC in Decatur, IN, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Cambridge Investment Research Inc., and First Bank of Berne. Outside of his advisory work, he volunteers with Lifewise Academy. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and ERISA fiduciary services, utilizing a combination of direct management, third-party managers, and unified managed accounts.
Based on OneAscent Financial Services LLC
Based on OneAscent Financial Services LLC
Financial planning and financial consulting fixed fees; asset management flat fees between $1,000 and $100,000 per annum in limited circumstances
Certain professionals are registered representatives and receive customary commissions for insurance and securities sales
Financial planning hourly rate between $125 and $500 per hour
Minimum fee: Flat fees typically between $1,000 and $100,000 per annum for asset management Fee-only: Financial planning fees can be hourly ($125-$500 per hour) or fixed fee ($0 to $15,000, can exceed $100,000 in special cases); financial consulting fixed fees $500 to $4,000 per annum; tax preparation fees vary case-by-case; back-office services negotiable flat or hourly fees
104 South 3rd Street
Decatur, IN 46733
Indiana
Purshe Kaplan Sterling Investments
2022 - Present (4 years)
OneAscent Financial Services, LLC
2022 - Present (4 years)
Cambridge Investment Research Inc.
2022 - 2022 (1 year)
Cambridge Investment Research Inc.
2021 - 2022 (1 year)
First Bank of Berne
2019 - 2021 (2 years)
First Bank of Berne
2017 - 2019 (2 years)
MD Landscaping Service
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
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