PlannerFees

Oneascent Wealth Management fees and pricing

Financial planner in Birmingham, Alabama. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 14, 2026, Oneascent Wealth Management charges $125⁠-⁠$500 an hour, a flat or project fee of up to $15,000, and an annual fee of $1,000⁠-⁠$100,000 for financial planning.

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 typical 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 Wealth Management bills

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

  • “In addition, the client will be billed for OneAscent’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 Wealth Management’s 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 Wealth Management

“The mission of OneAscent Wealth Management, LLC (“OneAscent”), founded in May 2020, is to provide investment advisory services to clients and their professional advisors through the offering of managed accounts, proprietary strategies, and assistance to other investment advisors.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 23 employees.
  • Registered as an adviser: 2020 (6 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
916
Employees
23
Works with
Individuals, high net worth individuals, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed
$475,574,303
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
308057
Website
oneascent.com (opens in new tab)
Phone
(205) 313-9142

Can advise clients in 17 states: Alabama, California, Colorado, Florida, Georgia, Kentucky, Louisiana, Maryland, Mississippi, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia

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