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Jeffrey Rogers

Oneascent Financial Services LLC
33 Years of Experience
Clermont, FL
1 Disclosure
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Jeffrey Rogers is a registered investment advisor at Oneascent Financial Services LLC, based in Clermont, FL, with 33 years of industry experience. Jeffrey 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
—
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Location

17011 S.R. 50, Suite 203, Clermont, FL, 34711

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History

Regulatory History (1)
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Regulatory
January 2008
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeffrey is Chairman & CEO of Stewardship Advisory Group Holdings, LLC, and involved in several related businesses including Stewardship Legacy Coaching, LLC and Stewardship Advisory Group, LLC. He also works as an author, speaker, and serves on the board of Compass-Finances God's Way of Central Florida, Inc.

Employment History
Current Registrations
Oneascent Financial Services LLC
July 2026 - Present · 3 mos
Stewardship Advisory Group, LLC
March 2013 - Present · 13 yrs 7 mos
Previous Registrations
United Planners' Financial Services of America a Limited Partner
February 2011 - October 2014 · 3 yrs 8 mos
United Planners' Financial Services of America a Limited PartnerBroker
February 2011 - July 2026 · 15 yrs 5 mos
Stewardship Asset Management, LLC
July 2008 - December 2018 · 10 yrs 5 mos
Qa3 Financial LLC
August 2006 - February 2011 · 4 yrs 6 mos
Qa3 Financial CORP.Broker
August 2006 - February 2011 · 4 yrs 6 mos
Stewardship Legacy Coaching, LLC
July 2003 - March 2014 · 10 yrs 8 mos
G. A. Repple & CompanyBroker
February 1994 - August 2006 · 12 yrs 6 mos
G. A. Repple & Company
February 1994 - August 2006 · 12 yrs 6 mos
Guardian Investor Services CorporationBroker
July 1993 - April 1994 · 9 mos
State Registrations3 states
FLNHTX
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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