ONEASCENT FINANCIAL SERVICES LLC

23 Inverness Parkway
Birmingham, Alabama 35242
Tel: 205-313-9142

About ONEASCENT FINANCIAL SERVICES LLC

ONEASCENT FINANCIAL SERVICES LLC, formally registered with the SEC as ONEASCENT FINANCIAL SERVICES LLC. The firm was established in 08/24/2016. They have over 33 offices throughout the country.

ONEASCENT FINANCIAL SERVICES LLC is a Birmingham, Alabama based Financial Planning firm with nearly $1,788,648,397 assets under management, offering retirement planning & investment advisory services to 7877 clients. The firm is staffed with 80 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284549
SEC#	801-108265
Assets Managed by Firm	$1,788,648,397
No. of Clients	7877
No. of Advisors	80

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	7877	$1,788,648,397
Individuals (other than high net worth individuals)	2584	$632,998,084
High net worth individuals	399	$782,075,761
Pension and profit sharing plans	65	$211,658,896
Charitable organizations	34	$151,195,506
Corporations or other businesses	15	$10,720,150

More Retirement Planning firms in Birmingham, Alabama:

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HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42

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