Wesley Hodges
Wesley Hodges is a registered investment advisor at Oneascent Financial Services LLC, based in Birmingham, AL, with 10 years of industry experience. Wesley 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
23 Inverness Parkway, Birmingham, AL, 35242
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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 ActivitiesSells Insurance
Wesley is an insurance agent selling life insurance since 2016, dedicating minimal time to this activity. Wesley also has an ownership position in Pure Tax LLC since September 2024.
Employment History
Current Registrations
Oneascent Financial Services LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Centurion Advisory 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.