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Robert Walter Felts

Oneascent Financial Services LLC

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About Robert Walter Felts

Robert Walter Felts is a registered Investment Advisor Representative, currently working with Oneascent Financial Services LLC. Robert Felts obtained his Series 65 license in 2019. The firm Oneascent Financial Services LLC manages assets for individuals, high-net-worth individuals, corporations, pension plans, charities, and other investment advisors. The firm's client base is primarily located in Alabama and South Carolina. Robert Felts can provide advice on investment management, financial planning, pension consulting, and selection of other advisors.

Firm Information

Robert Felts is currently registered with Oneascent Financial Services LLC. Oneascent Financial Services LLC is a Birmingham, Alabama-based registered investment advisor with approximately $1.8 billion in regulatory assets under management. The firm provides a range of advisory services including financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Oneascent also offers educational seminars and selection of other advisers.
Oneascent Financial Services LLC

23 INVERNESS PARKWAY

BIRMINGHAM, AL 35242

$1.79B

Assets Under Management

15

Total Clients

54

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Felts’s Registration & Firm History

AL

09/06/2019 - Present

Oneascent Financial Services LLC (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 09/06/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Walter Felts.
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