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DH
CFP · ChFC
DH
CFP · ChFC

Daniel Hardt

Oneascent Financial Services LLC
43 Years of Experience
Louisville, KY
Sells Insurance
View SEC Summary
View SEC Summary

Daniel Hardt is a CFP, ChFC-designated registered investment advisor at Oneascent Financial Services LLC, based in Louisville, KY, with 43 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 5,279 clients with $3.5B in assets under management.

Oneascent Financial Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
5,279 clients
Average Client Portfolio
$670K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees generally range from 0.50% to 2.00% per annum depending on the account type, asset size, and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4350 Brownsboro Road, Suite 110, Louisville, KY, 40207

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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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
May 2025 - Present · 1 yr 5 mos
Previous Registrations
G. A. Repple & Company
July 2005 - May 2025 · 19 yrs 10 mos
G. A. Repple & CompanyBroker
July 2005 - May 2025 · 19 yrs 10 mos
Kfg Private Client Services, LLC
November 2001 - January 2004 · 2 yrs 2 mos
1717 Capital Management Company
May 2000 - July 2005 · 5 yrs 2 mos
1717 Capital Management CompanyBroker
July 1995 - July 2005 · 10 yrs
Pml Securities CompanyBroker
June 1995 - July 1995 · 1 mo
Pruco Securities CorporationBroker
September 1983 - August 1995 · 11 yrs 11 mos
State Registrations3 states
INKYTX
Advisor

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.

Exams
No exam information available for this advisor.
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