John Tate is a CFP-designated registered investment advisor at Oneascent Financial Services LLC, based in Maryville, TN, with 14 years of industry experience. John 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
Maryville, TN
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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 →Other Business Activities
John is the owner of Hope Financial since 2012, providing financial consulting and management services to churches, individuals, and businesses. This takes about 10-20% of his time.
Employment History
Current Registrations
Oneascent Financial Services LLC
Previous Registrations
Patriot Investment Management Group INC
State Registrations1 state
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
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