One Day Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
One Day Wealth provides investment management and a range of financial planning services to individuals, including high-net-worth clients, as well as charitable organizations and businesses. Its offerings include discretionary portfolio management, comprehensive and project-based financial planning, retirement plan consulting, and presentations to public or employee groups.
The firm emphasizes passive portfolio construction using index mutual funds and ETFs aligned to each client’s investment policy, while employing fundamental, cyclical, and charting analysis when conducting deeper investment analyses as part of the planning process. The brochure also notes that, where suitable, digital assets such as cryptocurrencies may be considered and describes the specific risks associated with those instruments.
Noteworthy aspects of the firm include a structured program of educational seminars and 45–120 minute presentations for public and employer audiences on personal finance, professional development, and entrepreneurship, an offering that is uncommon among peers. The firm combines an upfront onboarding process with ongoing quarterly access to planners alongside discretionary portfolio management and also provides retirement-plan consulting to businesses.
Client services
Expertise
Fee options
Personal finance presentations: fixed fee $500 - $2,500 plus transportation; Project-based financial planning $500 - $3,000 fixed fee.
$0 - $250,000: 1.25% $0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $25,000,000: 0.25% $25,000,001+: 0.15%
Financial planning hourly fee: $300/hour; Retirement plan consulting: $250/hour.
Comprehensive financial planning ongoing quarterly fee between $600 and $5,000.
Fee-only: Comprehensive Financial Planning: Upfront fee $1,000 - $20,000; Ongoing quarterly fee $600 - $5,000; Project-based financial planning fixed fee $500 - $3,000; Hourly financial planning fee $300/hour; retirement plan consulting $250/hour; personal finance presentations fixed fee $500 - $2,500 plus transportation costs.
Main office
See officeSeattle WA
Advisors at this office
1
Most active in
Washington
Also doing business as
One Day Advice · One Day LLC · One Day Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Nickolas R
CFP®, Series 66
Seattle, WA
One Day Wealth
Nickolas Reilly is a CFP® and Series 66-registered financial advisor at One Day Wealth with 11 years of industry experience. His prior roles include positions at Savvy, Amazon Web Services, Tableau Software, Cornerstone Advisors, and Wells Fargo Clearing. He owns One Day LLC, a financial planning and wealth management business based in Seattle. One Day Wealth offers investment management and financial planning services to individuals, charitable organizations, and businesses. The firm focuses on passive portfolio construction using index funds and ETFs, incorporates fundamental and technical analyses as needed, and provides educational seminars and retirement-plan consulting.
Kyle W
Series 65
Edmonds, WA
One Day Wealth
Kyle Weisbrod is a financial advisor at One Day Wealth with three years of industry experience. He holds a Series 65 designation and previously worked at Savvy. Prior to his advisory career, he was self-employed and a homemaker. One Day Wealth provides investment management and financial planning services to individuals, charitable organizations, and businesses. The firm emphasizes passive portfolio construction with index funds and ETFs, offers presentations on personal finance and professional development, and includes discretionary portfolio management alongside retirement-plan consulting.
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