Randall Morris
Randall Morris is a CFP-designated registered investment advisor at Oneascent Family Offices, based in Birmingham, AL, with 21 years of industry experience. Randall 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 78 clients with $540M 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 vary from 0.50% to 2.00% per annum of the market value of assets. Fees are negotiable based on account size and complexity.
Fee Estimator
Location
100 Grandview Place, Birmingham, AL, 35243
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2024Other 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
Oneascent Wealth Management
Previous Registrations
Oneascent Financial Services LLC
Proequities, INC.Broker
Investment Advisors
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Southtrust Securities, LLCBroker
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.
Exams
More Advisors
- Jeffrey Mccormack, CFPSavant Wealth Management
- William Raymon, CFPBenjamin F. Edwards & Company, Incorporated
- Shannon Pike, CFPKassouf Wealth Advisors, LLC
- Billy Rayburn, ChFCNorthwestern Mutual Investment Services,llc
- Darren Hinshaw, CFALanark Financial, INC.
- Robert Russell, CFPSagespring Wealth Partners