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Mark Lee Tevebaugh

Advisor at OneAscent Wealth Management — Indian Valley, VA

Updated today

Credentials

Series 63, Series 65

Experience

39 years

Location

Indian Valley, VA

OneAscent Wealth Management logo

OneAscent Wealth Management

Team

Total advisors

12

Across 4 offices

Clients per advisor

76 High

Avg AUM per client

$497,008 Low

HNW client ratio

14% Low

About

Mark Tevebaugh is a financial advisor with OneAscent Wealth Management in Indian Valley, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at OneAscent Financial Services and OneAscent Wealth Management since 2020 and was with Next Financial Group Inc from 2014 to 2020. Outside of his advisory role, he is an officer of Tevebaugh & Associates, a registered representative and investment advisor operating under a DBA. OneAscent Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and other institutions. The firm uses a combination of direct securities, third-party managers, and model portfolios tailored to client-specific asset allocation guidelines, supported by a range of strategies including UMA solutions, alternatives, and tax-overlay services.

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 Wealth management

Occupation focus

Based on OneAscent Wealth Management

Founder/Business Owner Retired

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Fee options

Fixed

Financial Planning fees between $0 and $15,000 (can exceed $100,000 in special circumstances); Asset Management flat fees between $1,000 and $100,000 per annum; Financial Consulting fees between $500 and $4,000 per annum

Percentage

0.50% to 2.00% per annum (negotiable, varies by account size, complexity, and other factors)

Project-based

$125 to $500 per hour (typical range for financial planning services)

Location

See office

Indian Valley, VA

Indian Valley VA

Advisors at this office

1

Most active in

Florida · Idaho · Virginia

Work history

39 years of industry experience

OneAscent Financial Services

2020 - Present • 6 years

Birmingham, AL

OneAscent Wealth Management

2020 - Present • 6 years

Birmingham, AL

Next Financial Group Inc

2014 - 2020 • 6 years

Chico, CA

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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Roger B

Series 66

Pulaski, VA

Roger R. Bell & Co., Inc.

Roger Bell is the sole advisor at Roger R. Bell & Co., Inc. in Pulaski, VA, holding a Series 66 designation with 23 years of industry experience. He has been with Roger R. Bell & Co., Inc. since 1992. The firm provides financial planning, investment advisory, and implementation services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Its advice is customized to client risk tolerance, time horizon, and liquidity needs, and it offers services on a fixed, hourly, or retainer basis without managing client assets or maintaining discretionary portfolio management.

General retirement planning Roth conversion strategy Life insurance needs analysis Long-term care insurance
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Katherine W

Series 63, Series 65

Pulaski, VA

Valic Financial Advisors

Katherine Waller is a financial advisor at Valic Financial Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2010. She also serves as an agent for AGIA, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Robert P

Series 63

Draper, VA

Commonwealth Financial Network

Robert Piscura is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 44 years of industry experience. He has been with Commonwealth since 2007, including a current tenure starting in 2017, and also leads Piscura Family Financial Consultants. Outside of his advisory work, he is active as a musician and master of ceremonies with The Groove Houndz. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including portfolio management, trading, compliance, and technology, allowing advisors to offer customized investment solutions under Commonwealth’s supervision.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Gina P

Series 66

Draper, VA

Commonwealth Financial Network

Gina Piscura is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. She has worked with Commonwealth Financial Network since 2007, including time managing her own advisory firms, Piscura Family Financial Advisors and Piscura Family Financial Consultants. Outside of her advisory work, she is involved in the operations of Hoof Hearted Farm, an animal raising business. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and services, including model portfolios and personalized investment solutions, while offering operational and compliance support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Reagan P

Series 66

Pulaski, VA

OSAIC Institutions, INC.

Reagan Perdue is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and beginning their advisory career in 2024. Prior to joining OSAIC, Reagan worked at The National Bank of Blacksburg and Kathy Coleman Insurance Services, LLC, and has experience in hospitality and the arts, including bartending at events and performing as a musician in a band. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a wide range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s approach includes both fundamental and technical analysis, with a notable emphasis on non-discretionary assets and integrated banking and lending services.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Aaron S

Series 63, Series 65

Pulaski, VA

Edward Jones

Aaron Sexton is a financial advisor with Edward Jones in Pulaski, VA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. Prior to joining Edward Jones, he worked at Osaic Institutions, Inc., Nationalbankshares, Inc. DBA NBB Wealth Management, and also served as a school board member for Galax City Public Schools. He is additionally a board member for the Southwest Virginia Governor's School, representing Galax City Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and supports its services with a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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