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Alexander Peloquin

Oneascent Financial Services LLC
7 Years of Experience
Kennewick, WA
View SEC Summary
View SEC Summary

Alexander Peloquin is a registered investment advisor at Oneascent Financial Services LLC, based in Kennewick, WA, with 7 years of industry experience. Alexander 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.

Oneascent Financial Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
5,279 clients
Average Client Portfolio
$670K average
Assets Under Management
$3.5B

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 range from 0.50% to 2.00% per annum depending on the account type, asset size, and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5401 Ridgeline Drive, Suite 120, Kennewick, WA, 99338

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Alexander is involved with two outside business activities. He spends nearly full-time managing investment advisory accounts and preparing financial plans for One Ascent Financial Services DBA 2-24 Wealth Group, and dedicates minimal time to para-planning for ELEMSA LLC.

Employment History
Current Registrations
Oneascent Financial Services LLC
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
March 2021 - July 2024 · 3 yrs 4 mos
Waddell & Reed
March 2019 - March 2021 · 2 yrs
Waddell & ReedBroker
January 2019 - March 2021 · 2 yrs 2 mos
State Registrations1 state
WA
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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