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Mark Tevebaugh

Oneascent Wealth Management
39 Years of Experience
Indian Valley, VA
7 Disclosures
View SEC Summary
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Mark Tevebaugh is a registered investment advisor at Oneascent Wealth Management, based in Indian Valley, VA, with 39 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 927 clients with $480M in assets under management.

Oneascent Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
927 clients
Average Client Portfolio
$513K average
Assets Under Management
$475.6M

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 based on the market value of assets. Fees are negotiable based on account size, complexity, and other factors.

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

Location

Indian Valley, VA

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History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2023
Settled
Customer Dispute
February 2018
Settled
Customer Dispute
November 2010
Denied
Customer Dispute
July 2002
Denied
Customer Dispute
February 2002
Settled
Criminal
February 1973
Final Disposition
Criminal
January 1973
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Mark is an officer at Tevebaugh & Associates, handling the day-to-day operations as a Registered Representative and Investment Advisor. This activity takes nearly all of Mark's time.

Employment History
Current Registrations
Oneascent Wealth Management
November 2020 - Present · 5 yrs 11 mos
Oneascent Financial Services LLC
October 2020 - Present · 6 yrs
Previous Registrations
Next Financial Group, INC.Broker
September 2014 - October 2020 · 6 yrs 1 mo
Next Financial Group, INC.
September 2014 - October 2020 · 6 yrs 1 mo
Blue Vase Capital Management
January 2006 - December 2008 · 2 yrs 11 mos
Cetera Advisor Networks LLC
October 2005 - September 2014 · 8 yrs 11 mos
Cetera Advisor Networks LLCBroker
October 2005 - September 2014 · 8 yrs 11 mos
Blue Vase Securities, LLC
August 2004 - December 2005 · 1 yr 4 mos
Blue Vase Securities, LLCBroker
August 2004 - February 2006 · 1 yr 6 mos
Empire Financial Group, INC.Broker
December 2002 - September 2004 · 1 yr 9 mos
Summit Financial Group INC
March 2002 - September 2002 · 6 mos
Summit Brokerage Services, INC.Broker
December 2001 - September 2002 · 9 mos
Mony Securities CorporationBroker
June 2000 - December 2001 · 1 yr 6 mos
Ascend Financial Services, INC.Broker
September 1990 - August 2000 · 9 yrs 11 mos
Lincoln Financial Advisors CorporationBroker
December 1986 - July 1990 · 3 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
December 1986 - July 1990 · 3 yrs 7 mos
Lincoln National Pension Insurance CompanyBroker
December 1986 - January 1989 · 2 yrs 1 mo
State Registrations3 states
FLIDVA
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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