Oneascent Financial Services LLC
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About the firm
The Hampton Square team is on a mission to provide an excellent client experience, appropriate, values-aligned strategies to pursue client goals, and competent advice and resources to help clients navigate the challenges of life. They take their fiduciary duty seriously, pledging to put clients' best interest first, help them invest with integrity, and keep their goals foremost. Led by Scott MacKenzie, the team helps over 300 households plan, invest, and steward their money in a way that reflects their values and life goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, wealth management, retirement planning, tax planning, legacy planning, and insurance and risk management. The firm also offers business exit planning and employer retirement plans.
Who they serve
Families, individuals, small businesses, and organizations (employers offering retirement plans), with a focus on values-aligned and faith-based investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 4,324 | $1.1B |
| High Net Worth Individuals | 804 | $1.9B |
| Charitable Organizations | 70 | $303M |
| State/Municipal Entities | 45 | — |
15 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
78 advisors in the directory
Regulatory & compliance
Data as of April 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Oneascent Financial Services LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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