Randall Heath Morris

CFP

Oneascent Family Offices

21 Years of Experience

View SEC Summary

Firm Information

Oneascent Family Offices

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

9 advisors

Number of Clients

43 clients

Average Client Portfolio

$8.4M average

Assets Under Management

$360.2M

Fee Structure

Financial Planning:Included in AUM fee

Financial Plan Fee:$0 - $15,000

Hourly Rate:$125 - $500/hr

Fees vary depending on the service. For Unified Managed Accounts and non-UMA asset management, fees range from 0.50% to 2.00% per year, depending on account size and complexity. Financial planning fees can be hourly ($125-$500/hour) or fixed (typically $0-$15,000, but can exceed $100,000). Family office fees are hourly ($125-$500/hour), fixed ($0-$35,000, but can exceed $100,000), or a bundled annual rate (0.50% to 2.00% of assets). Trading costs may vary from 0.02% to 0.15%. All fees are negotiable.

View Full Brochure on SEC

Areas of Practice

Investment ManagementFinancial Planning & CoachingEstate PlanningHigh Net Worth

Advisor Information

Office location

23 Inverness Center Parkway, Birmingham, AL, 35242

Get directions

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2024

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Randall is a board member for Westminster School, dedicating minimal time to the role. He also acts as a landlord for residential rental property, spending minimal time on this activity.