user avatar

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Blue Vase Capital Management

2006 - 2008 • 2 years

Indian Harbour Beach, FL

Cetera Wealth Services, LLC

2005 - 2014 • 9 years

Indian Harbour Beach, FL

Blue Vase Securities, LLC

2004 - 2005 • 1 year

Indian Harbour Beach, FL

Summit Financial Group Inc

2002 - 2002 • 1 year

Indialantic, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

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
user avatar

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
user avatar

Aaron S

Series 63, Series 65

Pulaski, VA

OSAIC Institutions, INC.

Aaron Sexton is a financial advisor with Osaic Institutions, Inc. and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including prior roles at National Bankshares, Inc. DBA NBB Wealth Management and Edward Jones. Outside of his advisory work, Sexton serves as a member of the Galax City Public Schools board and the Southwest Virginia Governor’s School board. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer model that combines firm supervision with delegated account management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar

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
user avatar

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
user avatar

Reagan P

Series 66

Pulaski, VA

OSAIC Institutions, INC.

Reagan Perdue is a financial advisor at Osaic Institutions, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Osaic Institutions, Inc., Perdue held roles at The National Bank of Blacksburg and Kathy Coleman Insurance Services, LLC. Outside of finance, Perdue performs as a musician and vocalist in a band and works as a bartender for events. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer model with a decentralized account management approach.

Annuities Tax-loss harvesting Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)