One Life Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
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
$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
Hourly fees from $150 to $350 per hour for one-time consulting services
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
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
White Bear Lake MN
Advisors at this office
3
Most active in
Minnesota · South Carolina · 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 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.
Quick links
Advisors at this firm
Brian L
Series 66, Series 65
White Bear Lake, MN
One Life Financial Group, Inc.
Brian Lahr is a financial advisor at One Life Financial Group, Inc. in White Bear Lake, MN, with 13 years of industry experience. He holds Series 65 and Series 66 registrations and has previously worked at Clover Financial Technologies, LLC. In addition to his advisory role, he is involved with the Lahr Family Farm. One Life Financial Group provides discretionary portfolio management and comprehensive financial life planning for individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment strategies based on client goals, time horizons, and risk tolerance, utilizing fundamental, technical, and cyclical analysis.
Joshua J
CFP®, Series 65
White Bear Lake, MN
One Life Financial Group, Inc.
Joshua Jenson is a CFP® professional with eight years of experience at One Life Financial Group, Inc. He also owns Jenson Consulting, which provides accounting, project management, and technology systems consulting for small businesses. His work history includes roles at Protiviti and involvement with nonprofit organizations such as Meals on Wheels and Brooklyn Center Fire. One Life Financial Group offers discretionary portfolio management and comprehensive financial life planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $118 million in discretionary assets and customizes investment strategies using fundamental, technical, and cyclical analysis tailored to client goals and risk tolerance.
Franklin S
Series 65
White Bear Lake, MN
One Life Financial Group, Inc.
Franklin Strobeck is a financial advisor at One Life Financial Group, Inc. with seven years of industry experience. He holds a Series 65 designation and has previously worked at U.S. Bank, Abbot Downing, M.A. Mortenson, and the University of Northwestern. 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 approximately $118 million in discretionary assets and customizes investment programs based on client goals, time horizons, and risk tolerance.
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