Joseph Morson
Joseph Morson is a CFP-designated registered investment advisor at Oneascent Financial Services LLC, based in Clermont, FL, with 26 years of industry experience. Joseph 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
17011 S.R. 50, Suite 203, Clermont, FL, 34711
Get directionsHistory
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
Joseph is a financial advisor and case planning specialist with Stewardship Advisory Group since 2013. He is also an insurance representative with Life Values Financial and Joseph Morson, and provides tax preparation services. Additionally, Joseph works as a pianist/accompanist for multiple churches.
Employment History
Current Registrations
Oneascent Financial Services LLC
Stewardship Advisory Group, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Stewardship Legacy Coaching, LLC
Qa3 Financial LLC
Qa3 Financial CORP.Broker
G. A. Repple & Company
G. A. Repple & CompanyBroker
First Investors CorporationBroker
State Registrations1 state
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
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