OneAscent Financial Services LLC logo

OneAscent Financial Services LLC

Updated today

Client AUM

$3,024,964,603

Clients

5,128

Advisors

75

across 42 offices

About

OneAscent Financial Services LLC is a multi‑team registered investment adviser that serves individuals (including high‑net‑worth clients), retirement plans, trusts, broker/dealers’ customers, and other institutions through multiple advisory teams. The firm offers discretionary and non‑discretionary asset management, financial planning, Unified Managed Account solutions, consulting, and back‑office support for other RIAs.

Investment programs are implemented using individualized asset‑allocation guidelines and may be managed directly by advisor teams or through model‑based and UMA platforms; the firm uses overlay managers (including Adhesion and GeoWealth), offers a tax‑overlay option, and makes use of automated programs such as Schwab’s Institutional Intelligent Portfolios. OneAscent also provides outsourced CIO and outsourced CCO services and monitors third‑party managers it recommends.

Several features disclosed in the brochure are uncommon for peers: certain professionals can arrange tax preparation and accounting services for clients, some advisors are registered representatives of Purshe Kaplan Sterling Investments, Inc. (PKS) and can effect broker‑dealer transactions, and some are licensed insurance agents who may sell annuities and insurance. The firm also integrates donor‑advised fund technology (OneGive/CharityVest), operates an affiliated investment manager and private funds, and discloses the resulting conflicts of interest for clients to review.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Consulting

Expertise

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

Occupation focus

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.

Main office

See office

100 Grandview Place, Suite 200

Birmingham AL 35243

Advisors at this office

3

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Delaware · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nevada · New Hampshire · New Jersey · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Also doing business as

2:24 Wealth Group · Adventure Financial · Affiliated Financial Planners · Anthem Advisors · Ascension Wealth Management · Enough Wealth · Financial Strategies Group · Flight Financial Advisors · Franklin Wealth Management · Hampton Square Wealth Management · Hardt Financial Group · Jb Stark Financial LLC · Legatum Group · Life&Wealth Advisors · Lone Oak Financial Services · Oneascent Financial Services LLC · Pearson & Associates · Providence Financial Advisors · Provident Oak Financial · Pure Capital Advisors · Pure Capital Sports · Pwjohnson Wealth Management · Resolute Capital Group · River Oak Financial · Solomon Private Wealth · Sovereign Family Office · Sovereign Private Wealth · Stewardship Advisory Group · Stonebridge Wealth Management · Strategence Capital · Tate Financial Partners · Tevebaugh & Associates · The Cornerstone Financial Group · Wealth Stewards · Zahoranski Wealth Management

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Bailey Z

Series 66

Grand Rapids, MN

OneAscent Financial Services LLC

Bailey Ziemski Harwood is a financial advisor at OneAscent Financial Services LLC with three years of industry experience. She holds a Series 66 designation and has worked at firms including Thrivent Investment Management Inc and Brad Nelson - Thrivent Financial. Outside of her advisory role, she is a part owner of Rapid Towing. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers asset management, financial planning, consulting, and back-office support through a variety of advisory teams and utilizes both customized and model-based investment approaches.

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

Series 66

Andover, NJ

OneAscent Financial Services LLC

Jared Bailey is a financial advisor at OneAscent Financial Services LLC with one year of industry experience. He holds the Series 66 designation and previously worked at LPL from 2011 to 2025. 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 services including discretionary and non-discretionary asset management, financial planning, and outsourced CIO and CCO services, utilizing both advisor-managed and model-based investment approaches.

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

Seth G

Series 66

Milford, IN

OneAscent Financial Services LLC

Seth Gerber is a financial advisor at OneAscent Financial Services LLC with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Gateway Wealth Partners, Advisers' Pride, LPL Financial, and Strategence Capital. Prior to his advisory roles, he was involved with The House of Life and Hope, Inc. for 14 years. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and other institutions through multiple advisory teams. The firm provides discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, utilizing individualized asset-allocation guidelines and various overlay and automated programs.

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

Peter H

Series 63, Series 66

Raleigh, NC

OneAscent Financial Services LLC

Peter Hynes is a financial advisor at OneAscent Financial Services LLC with 25 years of industry experience. He previously worked at Verity Investments, Inc., Verity Asset Management, Inc., and Verity Financial Group from 2009 to 2025. Outside of his advisory role, he serves as a board member for Sentinel Primary Care, owns and manages a handyman services company, and participates on the Mission Advancement Advisory Committee for the Sisters of St. Cecilia Congregation. 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 asset management and planning services, utilizing individualized asset allocation, model-based platforms, and overlay managers, along with additional services such as outsourced CIO and CCO support.

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

Joshua S

Series 66

Decatur, IN

OneAscent Financial Services LLC

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.

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

Seth F

Series 66

Madisonville, KY

OneAscent Financial Services LLC

Seth Franklin is a financial advisor at OneAscent Financial Services LLC with five years of industry experience. He holds a Series 66 designation and has worked at Private Advisor Group, Franklin Financial Group, LPL Financial, and US Bank. He is also an insurance agent and a registered representative of Purshe Kaplan Sterling Investments, Inc. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm offers a range of asset management, financial planning, and consulting services through both advisor-led and model-based platforms, including tax-overlay and outsourced CIO services.

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

Cavett C

CFP®, Series 63, Series 65

Birmingham, AL

OneAscent Financial Services LLC

Cavett Cooper is a CFP® professional with 15 years of industry experience, currently serving at OneAscent Financial Services LLC since 2017. Prior to OneAscent, he worked at Ameriprise Financial Services, Inc. from 2011 to 2017. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, including high-net-worth clients, retirement plans, trusts, broker/dealers' customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting, utilizing individualized asset-allocation guidelines and various overlay and automated management platforms.

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

Tyler M

CFP®, Series 65

Nashville, TN

OneAscent Financial Services LLC

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.

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

Charles Thomas A

CFP®, Series 66

Louisville, KY

OneAscent Financial Services LLC

Charles Thomas Alvey III is a CFP® professional with nine years of industry experience, currently serving as an advisor at OneAscent Financial Services LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, G.A. Repple & Co., TownePark, and Bullitt County Public Schools. He also holds a partner role at Hardt Financial Group, where he is involved in operations management and financial planning. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, employing individualized asset-allocation strategies and various automated and overlay management platforms.

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

Suzuanne F

CFP®, Series 66

Trevor, WI

OneAscent Financial Services LLC

Suzuanne Foster is a CFP® and holds a Series 66 license with 22 years of industry experience. She has worked at OneAscent Financial Services LLC since 2021 and previously spent 16 years at Ameriprise Financial Services, Inc. Foster serves as an election poll worker in her community. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers customized asset management, financial planning, and consulting services through advisor teams and utilizes various model-based and overlay management platforms.

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

Nelson N

Series 66

Houston, TX

OneAscent Financial Services LLC

Nelson Negron Jr. is a financial advisor with OneAscent Financial Services LLC in Houston, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Morgan Stanley. He volunteers at Foundations Christian Academy. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, using both advisor-managed and model-based investment approaches.

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

Brian S

Series 66

Andover, NJ

OneAscent Financial Services LLC

Brian Schaaf is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining OneAscent, he worked at Purshe Kaplan Sterling Investments and Nexus Peer Financial Coaching. Outside of his advisory role, he co-owns and operates two data analysis and aggregation businesses, Cobalt Capital Group LLC and True Edge LLC. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting through multiple advisory teams and various investment platforms.

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

Scott M

Series 66

Andover, NJ

OneAscent Financial Services LLC

Scott Mackenzie is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Insight Private Advisors. He is involved in insurance sales and marketing activities across multiple entities, including serving as a managing member of a fixed insurance sales firm. 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 through individualized strategies, model-based platforms, and third-party manager oversight.

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

Justin C

Series 66

Smithsburg, MD

OneAscent Financial Services LLC

Justin Cunningham is a financial advisor at OneAscent Financial Services LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for five years and the Federal Energy Regulatory Commission for eleven years. Cunningham is also involved in insurance sales, conducting insurance product transactions for clients. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through various advisory teams. The firm offers asset management, financial planning, Unified Managed Account solutions, and consulting, utilizing individualized asset-allocation guidelines and various model-based platforms.

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