Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
70 advisors
Number of Clients
4,188 clients
Average Client Portfolio
$623K average
Assets Under Management
$2.6B

Fee Structure

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

Fees vary depending on the service. UMA and asset management fees range from 0.50% to 2.00% annually, depending on account size and complexity. Financial planning fees are hourly ($125-$500) or fixed (typically $0-$15,000, but can exceed $100,000). Financial consulting fees range from $500 to $4,000 per year. Tax preparation fees are determined on a case-by-case basis. Back-office services are negotiable. Trading costs range from 0.02% to 0.15%. Flourish Cash has a 0.25% service fee. Fees are negotiable and can be higher or lower than the stated ranges.

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

Office location

8 Commerce Avenue, Selinsgrove, PA, 17870

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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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Other Business ActivitiesSells Insurance

Benjamin operates Lone Oak Financial Services, LLC, a securities and insurance business. He spends about a quarter of his time on this activity.

Employment History
Current Registrations
Oneascent Financial Services LLC
May 2024 - Present · 1 yr 8 mos
Previous Registrations
Brokers Financial
March 2016 - May 2024 · 8 yrs 2 mos
Brokers International Financial Services, LLC. Broker
December 2015 - May 2024 · 8 yrs 5 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Benjamin A Wilhelm - Financial Advisor | AdvisorDiscover