Cavett Cooper is a CFP-designated registered investment advisor at Oneascent Financial Services LLC, based in Birmingham, AL, with 15 years of industry experience. Cavett 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 5,279 clients with $3.5B 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 range from 0.50% to 2.00% per annum depending on the account type, asset size, and complexity. Fees are negotiable.
Fee Estimator
Location
23 Inverness Center Parkway, Suite 100, Birmingham, AL, 35242
Get directionsHistory
Regulatory History
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 →Employment History
Current Registrations
Oneascent Financial Services LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Morgan Keegan & Company, INC.Broker
Park Avenue 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
- Thomas Powell, CFPOneascent Financial Services LLC
- 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.