RL
CFP

Robert Hays Latimer

20 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
918 clients
Average Client Portfolio
$470K average
Assets Under Management
$431.7M

Fee Structure

Financial Plan Fee:$0 - $15,000
Hourly Rate:$125 - $500/hr

Fees for Unified Managed Accounts and asset management range from 0.50% to 2.00% annually, based on the market value of assets. Financial planning fees can be hourly ($125-$500/hour) or fixed (typically $0-$15,000, but can exceed $100,000 in special circumstances). Financial consulting is done on a fixed fee basis ($500-$4,000 per annum). Fees are negotiable and depend on the complexity of the plan. Trading costs may vary from 0.02% to 0.15%.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
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Advisor Information

Office location

23 Inverness Center Parkway, Birmingham, AL, 35242

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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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Employment History
Current Registrations
Oneascent Wealth Management
July 2020 - Present · 5 yrs 6 mos
Previous Registrations
Oneascent Financial Services LLC
March 2017 - July 2020 · 3 yrs 4 mos
Ameriprise Financial Services, INC.
April 2007 - February 2017 · 9 yrs 10 mos
Ameriprise Financial Services, INC. Broker
February 2007 - February 2017 · 10 yrs
Ameriprise Financial Services, INC.
February 2005 - January 2007 · 1 yr 11 mos
Ameriprise Financial Services, INC. Broker
February 2005 - January 2007 · 1 yr 11 mos
Ids Life Insurance CompanyBroker
February 2005 - July 2006 · 1 yr 5 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.