BC
BC

Benjamin Jonathan Craft

6 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

Benjamin is a minority owner in a local landscaping business, dedicating a few hours per week to it. This activity is not investment related.

Employment History
Current Registrations
Oneascent Financial Services LLC
April 2024 - Present · 1 yr 10 mos
Oneascent Wealth Management
July 2020 - Present · 5 yrs 7 mos
Previous Registrations
Oneascent Financial Services LLC
November 2019 - July 2020 · 8 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.