ONEASCENT WEALTH MANAGEMENT

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

About ONEASCENT WEALTH MANAGEMENT

ONEASCENT WEALTH MANAGEMENT, formally registered with the SEC as ONEASCENT WEALTH MANAGEMENT. The firm was established in 05/11/2020. They have over 6 offices throughout the country.

ONEASCENT WEALTH MANAGEMENT is a Birmingham, Alabama based Financial Planning firm with nearly $520,942,904 assets under management, offering retirement planning & investment advisory services to 2462 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	308057
SEC#	801-118682
Assets Managed by Firm	$520,942,904
No. of Clients	2462
No. of Advisors	32

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
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2462	$520,942,904
Individuals (other than high net worth individuals)	866	$187,576,000
High net worth individuals	157	$299,774,972
Pension and profit sharing plans	8	$20,191,101
Charitable organizations	5	$5,459,608
Corporations or other businesses	Fewer than 5 clients	$7,941,223

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
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
STONEGATE INVESTMENT GROUP, LLC 2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242	$5,670,936,072	2768	14

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