JC
JC

Justin Cramer

14 Years of Experience
Myrtle Beach, SC
3 Disclosures

Justin Cramer is a registered investment advisor at Oneascent Family Offices, based in Myrtle Beach, SC, with 14 years of industry experience. Justin 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 78 clients with $540M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
78 clients
Average Client Portfolio
$7.0M average
Assets Under Management
$544.5M

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 vary from 0.50% to 2.00% per annum of the market value of assets. Fees are negotiable based on account size and complexity.

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

1113 48th Avenue North, Suite 119, Myrtle Beach, SC, 29577

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History

Regulatory History (3)
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
April 2022
Settled
Customer Dispute
February 2021
Settled
Employment Separation After Allegations
January 2015
Other Business Activities

Justin is a partner/member of Bluff Mountain Lodge, LLC, a real estate company involved in purchasing and selling property. This investment-related activity takes about 10-20% of Justin's time.

Employment History
Current Registrations
Oneascent Family Offices
August 2024 - Present · 2 yrs 2 mos
Oneascent Financial Services LLC
July 2024 - Present · 2 yrs 3 mos
Oneascent Wealth Management
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Prospera Financial Services, INC.
February 2015 - March 2022 · 7 yrs 1 mo
Prospera Financial Services, INC.Broker
February 2015 - March 2022 · 7 yrs 1 mo
Edward Jones
January 2014 - February 2015 · 1 yr 1 mo
Edward JonesBroker
January 2014 - February 2015 · 1 yr 1 mo
New England Securities Corporation
March 2012 - January 2014 · 1 yr 10 mos
New England SecuritiesBroker
October 2011 - January 2014 · 2 yrs 3 mos
State Registrations2 states
NYSC
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.
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