A complete list of active advisors currently associated with One Brick Planning & Consulting, LLC
Warmer can help you find a great advisor at One Brick Planning & Consulting, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at One Brick Planning & Consulting, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Greenwood Village, CO
| 10
| |
Colorado Springs, CO
| 9
|
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