Joseph Veasey
Joseph Veasey is a CFP-designated registered investment advisor at Oneascent Financial Services LLC, based in Clermont, FL, with 11 years of industry experience. Joseph 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
17011 S.R. 50, Suite 203, Clermont, FL, 34711
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 is an insurance agent selling non-variable insurance since 2022. He is also an investment advisor representative and provides coaching services on family and business legacy, with the latter being a non-investment related activity.
Employment History
Current Registrations
Oneascent Financial Services LLC
Stewardship Advisory Group, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Ae Wealth Management, LLC
Madison Avenue Securities, LLCBroker
Thrive Capital Management, LLC
Citizens Securities, INC.Broker
Citizens Securities, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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
More Advisors
- Jeffrey RogersOneascent Financial Services LLC
- Joseph Morson, CFPOneascent Financial Services LLC
- Nicholas Ellison, CFPOneascent Financial Services LLC
- Eric Boylan, CFPEdward Jones
- Robert Young, CFP, ChFCEdward Jones
- Andrew Hoppen, CFPCharles Schwab & CO., INC.