MS
MS

Martin Nicole Smith

3 Years of Experience
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
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.

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Employment History
Current Registrations
Oneascent Family Offices
February 2024 - Present · 2 yrs
Oneascent Wealth Management
February 2024 - Present · 2 yrs
Previous Registrations
Strauss Financial Group
July 2022 - February 2024 · 1 yr 7 mos
Commonwealth Financial Network
May 2022 - June 2022 · 1 mo
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.