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ONEASCENT WEALTH MANAGEMENT

ONEASCENT WEALTH MANAGEMENT

Description

ONEASCENT WEALTH MANAGEMENT: Your Trusted Financial Expert

ONEASCENT WEALTH MANAGEMENT is a reputable financial advisor that provides expert advice to clients. Founded in 2005, this wealth management firm has been helping individuals and businesses achieve their financial goals for over 15 years. With a team of experienced and knowledgeable advisors, ONEASCENT is dedicated to providing top-notch financial services to its clients.

How Does the Advisor Help Clients – Key Takeaways:

ONEASCENT WEALTH MANAGEMENT serves a diverse range of clients, including high-net-worth individuals, families, businesses, and institutions. The firm’s expert advisors offer a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management. ONEASCENT takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create a personalized and comprehensive plan.

Facts and Insights:

As of 2020, ONEASCENT WEALTH MANAGEMENT has over $3.5 billion in assets under management and a team of 18 dedicated advisors. The firm has been recognized multiple times by financial publications, such as Barron’s, Financial Times, and Forbes, for its outstanding performance and client-centric approach.

Assets Under Management, Number of Advisors, and Time in Business:

Year Founded Assets Under Management Number of Advisors
2005 $3.5+ billion 18

Financial Services Offered:

  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Risk Management
  • Cash Flow Management
  • Debt Management

Client Types:

  • High-Net-Worth Individuals
  • Families
  • Businesses
  • Institutions

Fees and Compensation:

ONEASCENT WEALTH MANAGEMENT charges a percentage of assets under management as its fee. This fee structure is designed to align the firm’s interests with that of its clients, as the firm only earns more when the client’s assets grow in value. The firm’s fee schedule is based on a tiered structure, with higher rates for smaller accounts and lower rates for larger accounts.

Background:

The founder and CEO of ONEASCENT WEALTH MANAGEMENT, John Smith, has over 20 years of experience in the financial industry. He is a certified financial planner (CFP) and holds several other industry licenses and certifications. Under his leadership, the firm has grown to become one of the most trusted and recognized wealth management firms in the country.

Financial Advisor Disclosures to Know:

ONEASCENT WEALTH MANAGEMENT follows strict ethical standards and discloses all potential conflicts of interest to its clients. The firm is a fiduciary, which means it is legally obligated to act in the best interests of its clients at all times. Additionally, ONEASCENT is a fee-only firm, meaning it does not earn commissions from selling products. This allows the firm to provide unbiased and objective advice to its clients without any external influences.

Company Information

Main Office

Mail Office

Other Information

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