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N1 Advisors

Updated today

Client AUM

$379,839,984

Clients

194

Advisors

4

of 7 employees

About

N1 Advisors serves individuals, high net worth individuals, retirement plans, and trusts, providing portfolio management, financial planning, and pension consulting. At the outset of each relationship the firm develops a Client Profile and an Investment Objective Confirmation (IOC) to guide its advisory work.

The firm implements clients’ IOCs on a discretionary basis, primarily using mutual funds, ETFs, and fixed income products, with portfolios reviewed at least semi‑annually. N1 treats cash as an asset class for defensive positioning and fee calculations, recommends Charles Schwab as custodian, and discloses cybersecurity controls and other operational safeguards.

Compared with many peers, N1 operates five offices while managing roughly $445 million in discretionary assets with three advisors, an office footprint that is uncommon for similarly sized supported firms. The brochure also discloses the use of compensated promoters to introduce prospects and an AI policy governing the firm’s limited use of AI tools and vendor due diligence, which are notable operational features.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management General estate planning guidance Cash flow / budgeting

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Fee options

Fixed

Negotiated flat fee for pension consulting or plan design services

Percentage

$0 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%

Main office

131 Continental Drive, Suite 206

Newark DE 19713-0000

Advisors at this office

4

Most active in

Delaware · Florida · Maryland · New Jersey · New York · Pennsylvania · Tennessee · Texas · Virginia

Also doing business as

N1 Advisors · Newton One Advisors · Newton One Advisors, LLC · Newton One Investments LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Scott S

CFP®, CFA®, Series 66

Newark, DE

N1 Advisors

Scott Snyder is a CFP®, CFA®, and holds a Series 66 license with 22 years of industry experience. He has been with N1 Advisors since 2003 and concurrently worked at M. Holdings Securities, Inc. from 2003 to 2023. N1 Advisors is a four-advisor team providing discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, and trusts. The firm manages approximately $393 million across five offices and emphasizes client-specific profiles and investment objectives, implementing portfolios primarily through mutual funds, ETFs, and fixed-income products.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management General estate planning guidance Cash flow / budgeting
user avatar

Eric P

Series 65

Newark, DE

N1 Advisors

Eric Pressler is a financial advisor at N1 Advisors with 25 years of industry experience. He holds a Series 65 designation and has worked at M Holdings Securities, Inc. from 2004 to 2023. Pressler has been with N1 Advisors since 2003, contributing to the firm’s team of four advisors. N1 Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, and trusts. The firm manages approximately $393 million across about 180 clients and operates from five offices, implementing portfolios primarily through mutual funds, ETFs, and fixed-income products on a discretionary basis.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management General estate planning guidance Cash flow / budgeting
user avatar

Robert R

Series 65

Newark, DE

N1 Advisors

Robert Rodriguez Maldonado is a financial advisor at N1 Advisors with a Series 65 designation and one year of industry experience. His previous roles include positions at Bryn Mawr Trust, Goldey-Beacom College, and Christiana Care Hospital. N1 Advisors serves individuals, high net worth clients, retirement plans, and trusts by providing portfolio management, financial planning, and pension consulting. The firm develops tailored Client Profiles and Investment Objective Confirmations to guide its discretionary investment management, primarily utilizing mutual funds, ETFs, and fixed income products.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management General estate planning guidance Cash flow / budgeting
user avatar

Ryan G

Series 66

Newark, DE

N1 Advisors

Ryan Gwinn is a financial advisor at N1 Advisors with 14 years of industry experience. He holds a Series 66 designation and has been with N1 Advisors since 2012. Prior to and during his time at N1 Advisors, he was also associated with M Holdings Securities, Inc. from 2012 to 2023. N1 Advisors provides discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, and trusts. The firm manages approximately $393 million across about 180 clients and operates with a four-advisor team spanning five offices.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management General estate planning guidance Cash flow / budgeting
View complete list of advisors at this firm
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