One Brick Planning & Consulting, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$28,649,524
Clients
43
Advisors
2
across 2 offices
About
One Brick Planning & Consulting, LLC provides wealth management and financial planning to individuals (including high‑net‑worth clients), charitable organizations, and corporate clients, and also offers retirement plan consulting to plan sponsors. Its service set includes discretionary investment management as part of its Wealth Management offering, ongoing and project‑based financial planning, and tax preparation and reporting support for individuals and small businesses.
The firm combines passive core portfolios with customized factor‑based strategies, using index mutual funds and ETFs for core exposures and academic factor tilts (such as size, value, momentum, profitability/quality, carry, and term) in customized mandates. It may engage sub‑advisors and third‑party platforms (including an indexed ETF manager) and maintains discretionary authority to implement and monitor asset allocations within an ongoing planning relationship.
OBPC discloses an affiliation with a practicing CPA firm and the use of third‑party accounting/tax providers, and it offers tax return preparation and related small‑business tax services alongside planning — a configuration that is uncommon among similar advisers. The firm also documents retirement plan consulting that can include named fiduciary roles (3(21) or 3(38)) and emphasizes modular, ongoing planning that integrates tax and investment considerations.
Client services
Expertise
Occupation focus
Fee options
Upfront financial planning fees from $500 to $3,000; Retirement Plan Consulting flat fees range from $2,500 to $250,000.
$0 - $300,000: $3,000 (flat annual fee) $300,001 - $500,000: $4,000 (flat annual fee) $500,001 - $1,000,000: $6,000 (flat annual fee) $1,000,001 - $1,500,000: $8,000 (flat annual fee) $1,500,001 - $2,000,000: $10,000 (flat annual fee) $2,000,001 - $2,500,000: $12,000 (flat annual fee) $2,500,001 - $3,000,000: $14,000 (flat annual fee) $3,000,001+: +$3,000 per additional $1,000,000 or customized quote
Project Based Planning hourly rates range from $150 to $300 per hour.
Ongoing Planning monthly fees range from $50 to $1,000 depending on complexity and client needs.
Minimum fee: Annual advisory fees ranging from $3,000 to $25,000 based on complexity and asset size for Wealth Management Services; Retirement Plan Consulting minimum fee of $2,500. Fee-only: Ongoing Planning fees range from $50 to $1,000 per month; Project Based Planning hourly fees range from $150 to $300 per hour.
Main office
See office5500 Greenwood Plaza Blvd #130
Greenwood Village CO 80111
Advisors at this office
1
Offices (2)
Most active in
Colorado · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Tina W
CFP®, Series 65
Colorado Springs, CO
One Brick Planning & Consulting, LLC
Tina Watson is a CFP® and Series 65 licensed advisor with nine years of industry experience. She is a senior partner at Watson CPA Group, where she manages business and accounting operations, and has been with the firm since 2007. Since 2018, she has also served as an advisor at One Brick Planning & Consulting, LLC. One Brick Planning & Consulting provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes passive core portfolios built with index mutual funds and ETFs, integrates tax planning into its services, and maintains a close operational relationship with accounting and tax services through its partner's CPA firm role.
Aaron C
Series 63, Series 65
Greenwood Village, CO
One Brick Planning & Consulting, LLC
Aaron Connell is a financial advisor at One Brick Planning & Consulting, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with One Brick Planning & Consulting since 2015 and One Brick Financial Concepts LLC since 2017, where he also provides tax preparation services. One Brick Planning & Consulting offers wealth management, financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and businesses. The firm manages approximately $22.6 million for a select client base, typically using passive core portfolios with index mutual funds and ETFs, alongside customized factor-based allocations and a close integration of tax planning and accounting services.
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