OneAscent Wealth Management

Retirement Planning Firm in Brevard County, FL

Firm Info
Address: 2020 Florida A1A #108, Indian Harbour Beach, FL 32937, USA
Phone: (321) 777-2990

Firm Size
Assets Under Management: $384.5 million
# of Advisors: 12
# of Clients: 1,766
Client to Advisor Ratio: 147:1
Average Account Size: $217,739
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Oneascent Wealth Management Overview

OneAscent Wealth Management is a fee only registered investment advisory firm that specializes in investment advice only. The firm is headquartered in Birmingham, AL and has been in business since 2020. Their core services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, and the selection of other advisors. In addition to their investment advisory services, OneAscent Wealth Management places a strong emphasis on personalized portfolio management and financial planning to help clients achieve their financial goals. Their team of experienced advisors utilizes a variety of investment strategies to develop tailored portfolios that are designed to meet each client's unique needs and preferences. OneAscent Wealth Management works with clients across all life stages, from young professionals just starting out to retirees looking to preserve their wealth. With a focus on building long-term relationships, the firm is committed to providing exceptional service and guidance to help clients navigate the complexities of the financial landscape and achieve lasting financial success.

OneAscent Wealth Management has an extensive range of clients, including individuals, high net worth individuals, charitable organizations, and other corporations not listed. Regardless of the type of client, OneAscent provides comprehensive wealth management services to help clients secure a prosperous financial future. To ensure that clients get the right value for their personalized services, OneAscent offers flexible fee structures based on the service provided. One of the recommended fees is a percentage of assets under management (AUM), which is often a standard practice in the industry. Additionally, clients can opt for an hourly fee structure or a fixed fee depending on their preference and the nature of the service provided. The firm is committed to facilitating the most profitable financial journey for each client with a clear and concise fee agreement.

Typical Clients, Fee Structures & Investment Minimum

According to OneAscent Wealth Management's Part 2 Brochure, the firm does not have a specified minimum account size. However, some clients who want to access multiple asset management styles, particularly third party managers, may be required to meet an account minimum. Therefore, it is possible that there may be an investment minimum for certain clients, depending on their investment objectives and desired portfolio composition.

How This Office Can Help Brevard County, FL Residents

James Van Metter & Associates provides comprehensive financial planning services to clients in Bronxville, NY. With a keen focus on personalized advice and long-term wealth management, the firm assists clients in navigating complex financial situations. Residents of Bronxville may face a range of unique financial challenges, such as managing high living expenses, planning for retirement, and preserving wealth for future generations. James Van Metter & Associates works closely with clients to develop customized investment strategies that meet their specific needs and goals. The firm also offers comprehensive retirement planning services, estate planning, and tax planning assistance to help individuals and families achieve financial security and peace of mind. Overall, James Van Metter & Associates provides valuable financial guidance to clients in Bronxville, NY, helping them navigate the complexities of wealth management with confidence and ease.

To view the Minimum Investment and Fee Schedule for Oneascent Wealth Management, visit their Part 2 Brochure.

Services Offered by Oneascent Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Oneascent Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2020 Florida A1A #108, Indian Harbour Beach, FL 32937, USA
Phone (321) 777-2990
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 23 INVERNESS CENTER PARKWAY, BIRMINGHAM, AL 35242, United States

This firm has no other locations.

State Registrations

Oneascent Wealth Management is registered to service clients in the following states:

  • Alabama
  • California
  • Colorado
  • Florida
  • Georgia
  • Kentucky
  • Louisiana
  • Mississippi
  • North Carolina
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Virginia

Disciplinary History

Oneascent Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.