One Wealth Map, LLC logo

One Wealth Map, LLC

Updated today

Client AUM

$287,443,464

Clients

223

Advisors

4

across 4 offices

About

One Wealth Map serves individual clients, including high‑net‑worth households, providing investment supervisory services, financial planning, and insurance and tax‑related reviews. The firm reports managing about $287.4 million of discretionary client assets and advising on roughly $305 million of additional assets under advisement.

Investment management is delivered through model portfolios, tax‑aware tools (tax‑loss harvesting and location optimization), and selective option strategies, with tiered service levels (Silver, Gold, Platinum, Platinum‑X) that can include family‑office oversight and entity‑level tax support. The firm uses eMoney and Orion for planning and monitoring, supervises third‑party money managers when used, and generally manages client accounts on a discretionary basis.

Noteworthy differences from many peers include a high amount of assets per advisor and multiple affiliated businesses — an insurance agency, an accounting/tax preparer, and a registered‑agent service — that extend the firm’s service set but create potential conflicts when commission‑based insurance or affiliated tax preparation are recommended. The brochure also discloses the firm’s use of client testimonials in marketing, a paid option to continue eMoney access after an engagement ends, and written comparisons when assessing commission versus no‑load insurance products.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Tax-loss harvesting Retirement withdrawal strategies Long-term care insurance Options & derivatives strategies

Occupation focus

Executive Founder/Business Owner

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Fee options

Fixed

Financial planning fixed fees: Basic $5,500; Advanced $9,500; Complex $12,500.

Percentage

0.50% to 2.30% annually (negotiable based on assets, service level, and other factors)

Commissions

Commissions paid by insurance companies for insurance and annuity sales via affiliated insurance agency; no advisory fee charged on commission-based products.

Project-based

$250 to $1,500 per hour for additional services such as private investment reviews, updates, transferring assistance.

Subscriptions

Post-termination eMoney access at $2,400 per year subscription fee.

Other

Account minimum: $2,000,000 Fee-only: Financial planning fixed fees: Basic $5,500; Advanced $9,500; Complex $12,500; Hourly fees: $250 to $1,500 per hour for additional services beyond included level.

Main office

See office

1980 Festival Plaza Drive, Suite 300

Las Vegas NV 89135

Advisors at this office

1

Most active in

Arizona · California · Florida · Georgia · Indiana · Iowa · Nebraska · Nevada · New Jersey · Tennessee · Texas · Utah · Wyoming

Also doing business as

Anderson Wealth Management, LLC · Bengal Pictures, LLC · Blue Apple Ent. · Certified Advisors Network · Enlite Now LLC · H&H Retirement Design And Management Inc · H&H Tax And Business Advisors · Integrated Asset Management, LLC · Integrated Wealth Management LLC · Integrated Wealth Management, LLC · Nexus Partners LLC · One Wealth Map LLC · One Wealth Map, LLC · Scotloch · Wiser Retire, LLC · Zeuss LLC

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Christopher W

CFP®

Rock Springs, WY

One Wealth Map, LLC

Christopher Wurst is a CFP® professional with seven years of industry experience. He is currently with One Wealth Map, LLC and previously worked at RubinBrown Advisors LLC and Wealth Management Advisors, Inc. One Wealth Map serves individual clients, including high-net-worth households, offering investment supervisory services, financial planning, and insurance and tax-related reviews. The firm employs model portfolios, tax-aware tools, and selective option strategies, providing tiered service levels that can include family-office oversight and entity-level tax support.

Tax-loss harvesting Retirement withdrawal strategies Long-term care insurance Options & derivatives strategies Executive Founder/Business Owner
user avatar

John Q

Series 66

Gallatin, TN

One Wealth Map, LLC

John Quinones is a financial advisor at One Wealth Map, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise, CUNA Mutual Brokerage Services, DuTrac Credit Union, KOHLS, and Middleton Farmers Coop. Outside of advising, he has been a member and owner of Da Rexy LLC, a real estate partnership focused on long-term ownership and operation of rental properties. One Wealth Map serves individual clients, including high-net-worth households, offering investment supervisory services, financial planning, and insurance and tax-related reviews. The firm manages discretionary client assets through model portfolios, tax-aware tools, and selective option strategies, with tiered service levels that include family-office oversight and entity-level tax support.

Tax-loss harvesting Retirement withdrawal strategies Long-term care insurance Options & derivatives strategies Executive Founder/Business Owner
user avatar

Kenneth H

Series 63, Series 65

Las Vegas, NV

One Wealth Map, LLC

Kenneth Himmler Sr. is a financial advisor with One Wealth Map, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Integrated Asset Management, LLC and American Financial Management, Ltd. Outside of advising, he manages an accounting and tax preparation business where he dedicates a significant portion of his time. One Wealth Map serves individual clients, including high-net-worth households, offering investment supervisory services, financial planning, and insurance and tax-related reviews. The firm manages approximately $287 million in discretionary client assets and employs model portfolios, tax-aware strategies, and tiered service levels to meet client needs.

Tax-loss harvesting Retirement withdrawal strategies Long-term care insurance Options & derivatives strategies Executive Founder/Business Owner
user avatar

Julia P

Series 65

Sarasota, FL

One Wealth Map, LLC

Julia Ponce is a financial advisor at One Wealth Map, LLC, holding a Series 65 designation. She began her advisory career in 2024 and has prior experience at Gulf Coast Financial Planning and other financial services firms. One Wealth Map serves individual clients, including high-net-worth households, providing investment supervisory services, financial planning, and insurance and tax-related reviews. The firm manages approximately $287 million in discretionary client assets and employs a tiered service approach with tax-aware tools and model portfolios.

Tax-loss harvesting Retirement withdrawal strategies Long-term care insurance Options & derivatives strategies Executive Founder/Business Owner
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