TP
CFP
TP
CFP

Thomas Edward Powell

16 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
4,188 clients
Average Client Portfolio
$623K average
Assets Under Management
$2.6B

Fee Structure

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Location

23 Inverness Parkway, Birmingham, AL, 35242

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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

Thomas is a member of BTEA, LLC, which owns commercial real estate. The property is owner-occupied and the activity is not investment-related.

Employment History
Current Registrations
Oneascent Financial Services LLC
April 2024 - Present · 1 yr 10 mos
Oneascent Family Offices
November 2022 - Present · 3 yrs 3 mos
Oneascent Wealth Management
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Asset Management Services LLP
November 2009 - March 2022 · 12 yrs 4 mos
State Registrations3 states
ALFLTX
Advisor
Exams
No exam information available for this advisor.