Waverly Advisors
47yrs
Top advisor by experience in Birmingham
1yr
Stone Evers
Full name on record: Stone Michael Evers
Financial advisor at Oneascent Financial Services
Stone Evers is a fiduciary financial advisor in Birmingham, Alabama, with 1 year in the industry. Stone joined Oneascent Financial Services in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1247 advisors with offices in Birmingham, and one of 1090 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
OfficeBirmingham, AL
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$589,892
Advisors at the firm80
States licensed ?1 state
Services through Oneascent Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- May 2025 – nowOneascent Financial Services LLCCurrent firm
Questions to ask Stone
Tailored to Stone’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stone
How do I contact Stone?
Call Oneascent Financial Services at 205-313-9142 and ask for Stone Evers. Stone works from the Birmingham, AL office.
How long has Stone been a financial advisor?
Stone has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Stone hold?
Series 65. Tap any license on this page to see what it allows.
Is Stone a fiduciary?
Stone is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stone paid?
Oneascent Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stone for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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