Joseph Hudock
Joseph Hudock is a CFP-designated registered investment advisor at Oneascent Financial Services LLC, based in Orefield, PA, with 8 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,188 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneAscent offers investment management services through Unified Managed Accounts and direct asset management. Fees generally range from 0.50% to 2.00% per year of the portfolio's value. These fees are negotiable and depend on factors like account size and complexity. Clients may also incur separate fees charged by overlay managers and third-party managers. Asset management for held away accounts generally varies from 0.50% to 1.00% per annum. Trading costs may vary from 0.02% to 0.15%.
Location
2340 Pa 309, Orefield, PA, 18069
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 →Other Business ActivitiesSells Insurance
Joseph works as an office manager and health insurance specialist at Affiliated Financial Planners, LLC, assisting seniors with Medicare options since 2015. He dedicates a few hours per week outside of open enrollment, and nearly full-time during open enrollment.
Employment History
Current Registrations
Oneascent Financial Services LLC
Previous Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Sterne Agee Asset Management, INC.
Sterne Agee Financial Services, INC.Broker
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.