RM
CFP
RM
CFP

Randall Heath Morris

21 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
43 clients
Average Client Portfolio
$8.4M average
Assets Under Management
$360.2M

Fee Structure

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Location

23 Inverness Center Parkway, Birmingham, AL, 35242

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History

Regulatory History (1)
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Customer Dispute
February 2024
Settled
Other Business Activities

Randall is a board member for Westminster School, dedicating minimal time to the role. He also acts as a landlord for residential rental property, spending minimal time on this activity.

Employment History
Current Registrations
Oneascent Family Offices
August 2025 - Present · 6 mos
Oneascent Wealth Management
July 2020 - Present · 5 yrs 7 mos
Previous Registrations
Oneascent Financial Services LLC
January 2019 - July 2020 · 1 yr 6 mos
Proequities, INC.Broker
February 2010 - December 2018 · 8 yrs 10 mos
Investment Advisors
February 2010 - December 2018 · 8 yrs 10 mos
Wells Fargo Advisors, LLC
January 2008 - December 2009 · 1 yr 11 mos
Wells Fargo Advisors, LLCBroker
September 2007 - December 2009 · 2 yrs 3 mos
Southtrust Securities, LLCBroker
October 2001 - January 2005 · 3 yrs 3 mos
State Registrations2 states
ALFL
Advisor
Exams
No exam information available for this advisor.