A complete list of active advisors currently associated with Oneadvocate Financial LLC
Warmer can help you find a great advisor at Oneadvocate Financial LLC or one who fits your needs even better.
OneAdvocate Financial LLC is a state-registered investment adviser that offers investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and company-sponsored retirement plans. In addition to managed accounts, the firm provides retirement plan consulting services such as plan design, investment lineup selection and monitoring, administration support, education, co‑fiduciary assistance, and benchmarking. The firm delivers both discretionary and non-discretionary managed-account services and tailors recommendations to client objectives, time horizon, and risk tolerance using tools such as asset allocation, dollar‑cost averaging, technical analysis, and a mix of short‑ and long‑term strategies. It recommends using an independent custodian (Charles Schwab), charges fees based on assets under management rather than performance fees, and performs quarterly account reviews and ongoing due diligence on investment options. Notable distinctions include a specific emphasis on retirement plan (pension) consulting — a service that is relatively uncommon for firms in this category — and affiliations with insurance and benefits-related businesses; some representatives are licensed insurance agents and the firm discloses the potential for commissionable product sales. The brochure also indicates the firm is newly formed, currently reports no assets under management, and operates with a very small advisory staff, factors that may affect its capacity and service model compared with larger peers.
To learn more about the advisors currently working at Oneadvocate Financial 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.
Name |
Location |
Years of experience |
|---|---|---|
Indianapolis, IN
| 0
| |
Indianapolis, IN
| 21
| |
Indianapolis, IN
| 1
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)