Timothy Stoller is a registered investment advisor at Oneascent Financial Services LLC, based in Van Wert, OH, with 25 years of industry experience. Timothy 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
Number of Clients
Average Client Portfolio
Assets Under Management
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
10406 State Route 118, Van Wert, OH, 45891
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is involved in several business activities, including real estate holdings through NM956 LLC and 1127NMSTB, and ownership of SC213 (formerly Strategence Aviation) which holds his plane. He also has investments in private equity firms, serves as a trustee and board member for various foundations, and owns 75% of Strategence Capital.
Employment History
Current Registrations
Oneascent Financial Services LLC
Previous Registrations
Gateway Wealth Partners, LLC
Advisors' Pride INC.
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
Raymond James Financial Services, INC.Broker
State Registrations1 state
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