TrueAdvisor
TrueAdvisor
JM
CFP
JM
CFP

John Mcdonald

Oneascent Financial Services LLC
19 Years of Experience
Kennewick, WA
BrokerSells Insurance
View SEC Summary
View SEC Summary

John Mcdonald is a CFP-designated registered investment advisor at Oneascent Financial Services LLC, based in Kennewick, WA, with 19 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. 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.

Oneascent Financial Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
5,279 clients
Average Client Portfolio
$670K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5401 Ridgeline Drive, Suite 120, Kennewick, WA, 99338

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 ActivitiesSells Insurance

John works as a financial advisor for OneAscent Financial DBA 2-24 Wealth Group, dedicating nearly full-time hours to providing investment advisory advice and account maintenance. He also works as an agent selling fixed/traditional insurance products, spending minimal time on this activity.

Employment History
Current Registrations
Oneascent Financial Services LLC
March 2021 - Present · 5 yrs 7 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Waddell & Reed
March 2007 - March 2021 · 14 yrs
Waddell & ReedBroker
February 2007 - March 2021 · 14 yrs 1 mo
State Registrations6 states
CAIDORSCTXWA
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Kennewick, WA →All financial advisors in Washington →