Trina Hanner
Trina Hanner is a CFP-designated registered investment advisor at Oneascent Financial Services LLC, based in Birmingham, AL, with 22 years of industry experience. Trina 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
23 Inverness Parkway, Birmingham, AL, 35242
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Trina is an insurance agent with Financial T.I.P.S.INC since 1999 and provides insurance sales and services. She also owns commercial rental property through Cold Creek Partners, LLC since 2010, and is an investment advisory committee member for Rocky Mountain District Church of the Nazarene.
Employment History
Current Registrations
Oneascent Financial Services LLC
Previous Registrations
Beacon Wealth Consultants, INC.
Stewardship Advisory Group, LLC
United Planners' Financial Services of America a Limited Partner
Qa3 Financial LLC
G. A. Repple & Company
American General Securities Incorporated
State Registrations2 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.