A complete list of active advisors currently associated with One Wealth Planning LLC

Warmer can help you find a great advisor at One Wealth Planning LLC or one who fits your needs even better.

One Wealth Planning LLC provides investment management and comprehensive financial planning primarily for individual clients, overseeing about $40.4 million in discretionary assets across roughly 67 client relationships. Services include developing written investment policy statements, ongoing portfolio management, and advice on held-away employer retirement accounts and insurance-based products. The firm’s investment approach is evidence-based and grounded in Modern Portfolio Theory, favoring diversified, buy-and-hold allocations implemented mainly through passive mutual funds and ETFs, with model portfolios used where appropriate and Monte Carlo analysis employed for planning. It supplements its in-house work with a third‑party sub‑adviser (FPAS) for model portfolio management, and uses a third‑party platform to view and tax‑efficiently manage and rebalance held‑away 401(k), 529 and HSA accounts. Noteworthy distinctions for a firm of this size include that the firm’s principal is a licensed insurance agent and may recommend and implement insurance products for clients—generating customary commission compensation and a potential conflict of interest that is disclosed in the brochure. The firm also relies on external partners (FPAS and Dimensional Fund Advisors) for sub‑advisory models, research and reporting, and explicitly accommodates retention of certain individual securities for tax or personal reasons, arrangements that are less common among peers.

To learn more about the advisors currently working at One Wealth Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.