OE
CFP
OE
CFP

Oliver Ernst

22 Years of Experience
Atlanta, GA

Oliver Ernst is a CFP-designated registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 22 years of industry experience. Oliver operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Oliver is the proprietor/owner of Ernst Consulting, Inc. since 2013, an unpaid role, and the founder/CEO of Glassnebula since 2022, a website/app providing ESG data, taking about 10-20% of his time.

Employment History
Current Registrations
Advisory Services Network
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Sage Private Wealth Group, LLC
November 2014 - August 2017 · 2 yrs 9 mos
Raymond James Financial Services Advisors, INC
August 2014 - September 2017 · 3 yrs 1 mo
Lasting Legacy, LTD.
August 2014 - December 2014 · 4 mos
Raymond James Financial Services, INC.Broker
August 2014 - September 2017 · 3 yrs 1 mo
Ameriprise Financial Services, INC.
July 2003 - August 2014 · 11 yrs 1 mo
Ameriprise Financial Services, INC.Broker
July 2003 - August 2014 · 11 yrs 1 mo
Ids Life Insurance CompanyBroker
July 2003 - July 2006 · 3 yrs
State Registrations2 states
ILTX
Advisor

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
No exam information available for this advisor.
Oliver Ernst - Financial Advisor | TrueAdvisor