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One Life Financial Group, Inc.

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Client assets under management

$117,982,819

Clients

200

32% high-net-worth

Advisors

3

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

67

High

Average account size

$589,914

About

One Life Financial Group provides discretionary portfolio management and comprehensive financial life planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages roughly $118 million in discretionary assets across about 200 clients and offers tiered Silver/Gold/Platinum service plans that include held-away wealth management, education account management, and one-time planning engagements.

The firm tailors investment programs to client goals, time horizons, and risk tolerance, drawing on fundamental, technical, and cyclical analysis to inform asset allocation and security selection. One Life typically operates on a discretionary basis and offers both bundled and unbundled fee arrangements that combine fixed ongoing planning fees with percentage-based AUM charges; it also describes using Dimensional resources and tools as part of its investment process.

Noteworthy operational features disclosed in the brochure include a household cap (150 households) and a limit of three new client households per month, as well as a policy that clients vote their own proxies rather than the firm voting on their behalf. The firm also discloses use of client testimonials in advertising — a practice that is uncommon among peers — and states that the business is wholly owned by its founder.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Social Security optimization Annuities General estate planning guidance Retirement income strategy

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Fee options

Fixed

Initial planning fees range from $900 to $10,800 depending on complexity; Additional planning fees from $1,200 to $25,000 annually depending on service plan

Percentage

$0 - $100,000: Maximum 3.00%, Typical 1.49% annually $100,000.01 - $350,000: Maximum 3.00%, Typical 1.297% annually $350,000.01 - $850,000: Maximum 3.00%, Typical 0.979% annually $850,000.01 - $1,850,000: Maximum 2.49%, Typical 0.897% annually $1,850,000.01 - $3,350,000: Maximum 1.49%, Typical 0.797% annually $3,350,000.01 - $5,350,000: Maximum 1.39%, Typical 0.697% annually $5,350,000.01 - $8,350,000: Maximum 1.29%, Typical 0.479% annually $8,350,000.01 - $13,350,000: Maximum 1.19%, Typical 0.379% annually $13,350,000.01 - $23,350,000: Maximum 1.09%, Typical 0.297% annually $23,350,000.01+: Maximum 0.99% annually

Project-based

Hourly fees from $150 to $350 per hour for one-time consulting services

Subscriptions

Ongoing annual financial planning and consulting fees ranging $1,800 to $25,000 for unbundled services; Bundled services ongoing fees minimums $5,000 (Silver), $15,000 (Gold), $25,000 (Platinum) and maximums up to $60,000

Other

Account minimum: $750,000 Minimum fee: Typical minimum annual fee ranges by service plan: Silver $1,800; Gold $2,400; Platinum $3,600 Fee-only: One-time planning/consulting fees range from $1,000 to $15,000 fixed fee or $150 to $350 per hour

Main office location

One Life Financial Group, Inc.

White Bear Lake MN, United States

Number of offices

1

Most active in

More info

Iowa · Minnesota · South Carolina · Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 763-251-8040

Advisors at this firm

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user avatar

Brian L

Series 65, Series 66

White Bear Lake, MN

One Life Financial Group, Inc.

Brian Lahr is a financial advisor at One Life Financial Group, Inc. with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Clover Financial Technologies, LLC and managed the Lahr Family Farm. He has been with One Life Financial Group since 2015. One Life Financial Group serves individuals, high-net-worth clients, trusts, estates, corporations, and other business entities, providing wealth management, financial life planning, education account management, coaching, and consulting services. The firm customizes investment programs based on clients’ goals, time horizons, and risk tolerance, employing fundamental, technical, and cyclical analysis.

Social Security optimization Annuities General estate planning guidance Retirement income strategy
user avatar

Joshua J

CFP®, Series 65

White Bear Lake, MN

One Life Financial Group, Inc.

Joshua Jenson is a CFP®-certified financial advisor with seven years of industry experience, currently serving at One Life Financial Group, Inc. since 2018. Prior to this, he worked at Protiviti and operates Jenson Consulting, where he provides accounting, project management, and technology systems consulting for small businesses. One Life Financial Group serves individuals, high-net-worth clients, trusts, estates, corporations, and other business entities with wealth management, financial life planning, and coaching services. The firm offers discretionary portfolio management and held-away wealth management, using a tailored investment approach based on fundamental, technical, and cyclical analysis.

Social Security optimization Annuities General estate planning guidance Retirement income strategy
user avatar

Franklin S

Series 65

White Bear Lake, MN

One Life Financial Group, Inc.

Franklin Strobeck is a financial advisor with One Life Financial Group, Inc. in White Bear Lake, MN, holding a Series 65 designation and six years of industry experience. His prior work includes roles at U.S. Bank, Abbot Downing, M.A. Mortenson, and the University of Northwestern. One Life Financial Group serves individuals, high-net-worth clients, trusts, estates, corporations, and other business entities with wealth management, financial life planning, education account management, coaching, and consulting services. The firm customizes investment programs based on client goals, time horizon, and risk tolerance, employing fundamental, technical, and cyclical analysis with regular account monitoring.

Social Security optimization Annuities General estate planning guidance Retirement income strategy
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