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Credentials
CFP®, Series 65
Experience Industry experience
12 years
Location
Nashville, TN 37206
OneAscent Financial Services LLC
Multi-team
Tyler Martin is a CFP® and holds a Series 65 license with 12 years of industry experience. He is currently with OneAscent Financial Services LLC and has been affiliated with Stonebridge Investment Counsel, LLC since 2013, where he serves as COO and an investment advisor representative. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers a range of asset management and financial planning services, utilizing both advisor-managed and model-based approaches, and provides additional services such as outsourced CIO and CCO functions.
Based on OneAscent Financial Services LLC
Based on OneAscent Financial Services LLC
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.
$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
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.
Financial planning hourly fees typically range from $125 to $500 per hour.
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.
Nashville, TN
2100 West End Ave, Suite 660
Nashville TN 37203
Advisors at this office
3
Alabama · Tennessee
12 years of industry experience
OneAscent Financial Services, LLC
2022 - Present • 4 years
Birmingham, AL
Stonebridge Investment Counsel, LLC
2013 - Present • 13 years
Nashville, TN
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.
Verified by Warmer
Series 63, Series 65, CFP®, Series 7
Nashville, TN
Raymond James & Associates
Henry is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 7, 63, Series 65 licenses (and CFP designation). He has nine years of industry experience. He serves as Treasurer and Board Member of the nonprofit’s Blind Early Services TN and Autism Career Training. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients through various advisory programs.
Series 66
Nashville, TN
Center Hill Wealth, LLC
William Adams is a financial advisor at Center Hill Wealth, LLC in Nashville, TN, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he serves as secretary for G&L Acquisition, LLC, a real estate company based in Tennessee. Center Hill Wealth provides investment advisory services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm combines fundamental and technical analysis with sector research and both long- and short-term trading strategies, while also offering retirement plan consulting and oversight of third-party money managers.
Series 66
Nashville, TN
Boulevard Money
William Jones is a financial advisor at Boulevard Money LLC in Nashville, TN, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at AXA Advisors LLC and Advisory Services Network, LLC. Boulevard Money LLC is an independent, state-registered advisory firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm employs a primarily passive investment approach using index mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis for sector and holding selection, and it offers wrap fee program services uncommon for a firm of its size.
CFP®, Series 66
Nashville, TN
Dirigo Private Wealth
Tyler Beaudoin is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Dirigo Private Wealth. His prior roles include positions at Wells Fargo Clearing Services and Morgan Stanley Private Bank. Dirigo Private Wealth is an independent advisory firm that offers discretionary investment management, financial planning, and sub-advisory services to individuals, high-net-worth clients, and retirement plans. The firm customizes portfolios using client-specific asset allocation and combines fundamental and technical analysis, generally favoring longer-term holdings while allowing shorter-term trades for rebalancing or client needs. It also hosts educational seminars and events for clients and the public.
CFA®, Series 66
Nashville, TN
Lotus Asset Management Limited Liability Company
Rohit Padmanabhan is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has been with Lotus Asset Management Limited Liability Company in Nashville, TN since 2015. Lotus Asset Management provides comprehensive financial advisory services combining investment management, financial planning, held-away account management, and due diligence on alternative and private investments. The firm serves individuals, high-net-worth clients, and charitable organizations, managing portfolios using a diverse range of analysis methods and investment options including mutual funds, ETFs, private placements, and digital assets.
Series 66
Nashville, TN
Christian A. Hermo LLC
Christian Hermo is the sole advisor at Christian A. Hermo LLC in Nashville, TN, holding a Series 66 credential with 17 years of industry experience. His work history includes roles at HCA, where he is also employed as a data analyst, and PRGX. Christian A. Hermo LLC provides portfolio management and financial planning services for individual and high-net-worth clients, employing a strategy that integrates fundamental, technical, and cyclical analysis with both long- and short-term trading and options-writing. The firm maintains a small client base, manages all assets internally, and requires clients to use its recommended custodian.
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