One Wealth Map, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
Financial planning fixed fees: Basic $5,500; Advanced $9,500; Complex $12,500.
0.50% to 2.30% annually (negotiable based on assets, service level, and other factors)
Commissions paid by insurance companies for insurance and annuity sales via affiliated insurance agency; no advisory fee charged on commission-based products.
$250 to $1,500 per hour for additional services such as private investment reviews, updates, transferring assistance.
Post-termination eMoney access at $2,400 per year subscription fee.
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 office1980 Festival Plaza Drive, Suite 300
Las Vegas NV 89135
Advisors at this office
1
Offices (4)
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
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Advisors at this firm
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