OneAscent Financial Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Occupation focus
Fee options
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.
Main office
See office100 Grandview Place, Suite 200
Birmingham AL 35243
Advisors at this office
3
Offices (42)
Van Wert, OH
10406 State Route 118, Van Wert, OH 45891
6 advisors
Andover, NJ
219 Main Street Suite 1, Andover, NJ 07821
4 advisors
Decatur, IN
104 South 3rd Street, Decatur, IN 46733
4 advisors
Grand Rapids, MN
32 NW 4th St., Grand Rapids, MN 55744
4 advisors
Birmingham, AL Grandview Place
100 Grandview Place Suite 200, Birmingham, AL 35243
3 advisors
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
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:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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