One Mile Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
One Mile Financial Planning provides financial planning services to individual clients, including those with higher net worth profiles. The firm offers ongoing comprehensive planning, project-based engagements, and hourly consulting on a fee-only basis and does not provide discretionary portfolio management.
The firm delivers written financial plans, ongoing monitoring and annual reviews, and may make investment recommendations that emphasize passive, low-cost funds and broad asset-class allocation. OMFP does not take custody of client assets, does not select broker-dealers for execution, and does not charge performance-based or wrap fees.
Notable for this registration type, the firm uses a mix of fee models — fixed project fees, fixed ongoing planning fees and hourly billing — rather than relying solely on asset-based or advisory arrangements. The firm also does not manage client assets or act as a private fund adviser and reports no related-party or third‑party compensation arrangements.
Client services
Expertise
Fee options
Project-Based Financial Planning fees ranging between $1,000 and $20,000, negotiable
$200 per hour, negotiable depending on complexity
Ongoing Financial Planning fixed monthly fee of $400/month
Fee-only: Ongoing Financial Planning at $400 per month
Main office
Wallingford CT
Advisors at this office
1
Most active in
Connecticut
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
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