Randall Heath Morris

CFP

Oneascent Family Offices

21 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningHigh Net Worth

Oneascent Family Offices

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

Location

23 Inverness Center Parkway, Birmingham, AL, 35242

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2024

Settled

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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.