One Wild Life Advisors LLC logo

One Wild Life Advisors LLC

Updated today

Client assets under management

$39,783,000

Clients

77

25% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

39

Typical

Average account size

$516,662

About

One Wild Life Advisors LLC provides investment management and financial planning to a mix of individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. Services described in the firm brochure include discretionary portfolio management, project-based and ongoing financial planning, employer-sponsored retirement plan consulting and management, and the option to use third‑party managers for implementation.

The firm pursues diversified, allocation-driven portfolios using Modern Portfolio Theory alongside fundamental and technical tools (including charting and cyclical analysis) to set targets and manage risk, and tailors advice using client profile and suitability information. Accounts are reviewed on a regular basis and the adviser may manage accounts discretionarily or delegate management to vetted third‑party managers while conducting periodic oversight.

Noteworthy aspects of the firm include its joint ownership by two existing advisory businesses, an affiliation structure that is uncommon among peers, and the brochure’s disclosure that the firm offers public educational seminars and speaking engagements. The firm also provides ERISA plan management services as a delegated investment manager and continues to service certain legacy client arrangements, combining retirement‑plan fiduciary work and public education with a small advisor platform.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business sale tax planning Retirement withdrawal strategies College savings (529s, UTMA, etc.) Cash flow / budgeting General estate planning guidance

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Project-Based Financial Planning fees start at $6,000 (negotiable); Business Retirement Plan Consulting fees start at $2,000 (negotiable)

Project-based

$400 per hour (negotiable)

Other

Account minimum: $100,000

Main office location

One Wild Life Advisors LLC

4848 N Damen Ave

Chicago IL 60625, United States

Number of offices

1

Most active in

Illinois · Texas · Wisconsin

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

Andrea O

CFP®

Chicago, IL

One Wild Life Advisors LLC

Before One Wild Life Advisors was formed in 2025, I started North Park Financial Planning in 2018 to improve my own life and work in a way that allows me to spend more time with my loved ones, moving my body and traveling. I’m excited to help others engage in fulfilling work/life experiences and feel good about their financial lives. We assist with the following: values clarification, uneven cash flow and spending plan, business formation questions, self employment taxes and tax planning, financial independence planning, retirement plan accounts set up, RSU compensation strategies, college planning, insurances, employee benefits and managing your investments. We have relationships with many other professionals (CPAs, attorneys, insurance and mortgage brokers, etc) in Chicago to assist with implementation of your plan's recommendations. Working with me over time will provide the accountability you need to live your one wild life presently and decades from now. Your future self will thank you for the work we start together today.

Business ownership considerations Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Technology Professional

Jacki L

CFP®

Chicago, IL

One Wild Life Advisors LLC

I am honored to accompany my clients on their financial wellness journey, letting go of financial stress and anxiety, making space for joy and peace in their lives. Prior to co-founding One Wild Life Advisors, LLC I owned Tree Fort Financial, Inc. for over 10 years, started by my father in 2003. My family has an extensive history of entrepreneurship, and I have seen first-hand the opportunities and challenges of business ownership. We assist with the following: values clarification, uneven cash flow and spending plan, business formation questions, self employment taxes and tax planning, financial independence planning, retirement plan accounts set up, RSU compensation strategies, college planning, insurances, employee benefits and managing your investments. We have relationships with many other professionals (CPAs, attorneys, insurance and mortgage brokers, etc) in Chicago to assist with implementation of your plan's recommendations. I am down to earth and practical, and bring a common sense approach to personal finance. In working with me, I hope you will experience a better understanding of your financial situation; have a clear framework for financial decision making; and gain a trusted partner to help on your journey. Together, we'll discover your goals and values and plan for YOUR one wild and precious life.

Business sale tax planning Retirement withdrawal strategies College savings (529s, UTMA, etc.) Cash flow / budgeting General estate planning guidance Founder/Business Owner Retired Women Professionals Women Business Owners Gen Y/Millennials (Born 1980-1995)
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