Daniel Hardt is a CFP, ChFC-designated registered investment advisor at Oneascent Financial Services LLC, based in Louisville, KY, with 42 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,188 clients with $2.6B in assets under management.
Compensation
Firm Size
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Average Client Portfolio
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Fee Structure
OneAscent offers investment management services through Unified Managed Accounts and direct asset management. Fees generally range from 0.50% to 2.00% per year of the portfolio's value. These fees are negotiable and depend on factors like account size and complexity. Clients may also incur separate fees charged by overlay managers and third-party managers. Asset management for held away accounts generally varies from 0.50% to 1.00% per annum. Trading costs may vary from 0.02% to 0.15%.
Location
4350 Brownsboro Road, Suite 110, Louisville, KY, 40207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is the President of Dan Hardt Financial Services, LLC, a financial planning firm that sells fixed insurance and annuity products, including LTC and disability, dedicating nearly full-time hours to it. He is also the President/Treasurer of Faith and Finances, Inc., a non-profit ministry, and spends minimal time on this.
Employment History
Current Registrations
Oneascent Financial Services LLC
Previous Registrations
G. A. Repple & Company
G. A. Repple & CompanyBroker
Kfg Private Client Services, LLC
1717 Capital Management Company
1717 Capital Management CompanyBroker
Pml Securities CompanyBroker
Pruco Securities CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.