Oneascent Family Offices fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$500/hr

“Our hourly charge is between $125 and $500 per hour, depending on the professional working on the project.”

Flat or project fee

Up to $15,000

“Fixed fees will typically be between $0 and $15,000, and in special circumstances, can be greater than $100,000.”

Annual fee

$1,000⁠-⁠$100,000/yr

“Flat fees will be between $1,000 and $100,000 per annum.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Oneascent Family Offices bills

Payment and refund terms, quoted from the fee section of the brochure.

• “In addition, the client will be billed for OAFO’s advisory fee.”
• “Fees are negotiable, based on the nature of the account.”
• “Fees are negotiable and will depend on the anticipated complexity of your plan and the professional(s) working on the plan.”

How Oneascent Family Offices’ fees compare

• Its hourly rate of $125-$500 spans the Alabama median of $250. 80% of the 41 other Alabama planners that publish an hourly rate charge less.
• 7 of the 12 other planners in Birmingham that publish an hourly rate charge less.
• Its flat or project fee of up to $15,000 spans the Alabama median of $5,075. 66% of the 35 other Alabama planners that publish a flat or project fee charge less.
• 5 of the 11 other planners in Birmingham that publish a flat or project fee charge less.
• Its annual fee of $1,000-$100,000 spans the Alabama median of $4,000. 88% of the 16 other Alabama planners that publish an annual fee charge less.
• 1 of the 3 other planners in Birmingham that publish an annual fee charge less.

About Oneascent Family Offices

• Firm size: 14 employees.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

78

Employees

14

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$544,486,722

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

323305

Website

facebook.com/oneascent (opens in new tab)

Phone

(205) 313-9142

Can advise clients in 8 states: Alabama, California, Colorado, Florida, New York, Ohio, South Carolina, Texas

Other planners in Birmingham that publish fees

• BMSS Wesson Wealth SolutionsBirmingham$150⁠-⁠$400/hr, $2,500⁠-⁠$25,000
• Booth FinancialBirmingham$500⁠-⁠$5,000
• Dreamwork Financial GroupBirmingham$24/mo
• Eversource Wealth Advisors, LLCBirmingham$150⁠-⁠$400/hr, $2,500⁠-⁠$25,000
• Kassouf Wealth Advisors, LLCBirmingham$100⁠-⁠$440/hr
• Legacy Capital Partners LLCBirmingham$250⁠-⁠$400/hr, $2,500⁠-⁠$10,000

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