OneFirm Consulting, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
OneFirm Consulting serves individual investors, including high‑net‑worth households, by offering financial planning and portfolio management services. The firm implements investment strategies through co‑advisory relationships with third‑party portfolio managers and also provides insurance‑related recommendations and planning support.
The firm begins client engagements with a discovery process to document goals, risk tolerance, and target asset allocation, then uses an institutional platform and model portfolios to implement those strategies. It generally operates on a non‑discretionary basis—relying on third‑party portfolio managers (via an Envestnet‑supported wrap program and custodial arrangements) for day‑to‑day trading while monitoring performance and advising clients on adjustments.
Noteworthy aspects include a formal affiliation with law practices: the firm’s principal and other investment personnel are licensed attorneys who offer estate, business succession, and related planning services, a relationship the firm discloses as a potential conflict of interest. The firm is small (three advisors, nine clients, managing roughly $5.6 million in non‑discretionary AUM) and its primarily non‑discretionary, co‑advisory model and advisors’ insurance licensures (which may result in commission opportunities) distinguish it from most peers.
Client services
Expertise
Fee options
$0 - $250,000: 1.12% annually $250,001 - $500,000: 1.02% annually $500,001 - $1,000,000: 0.81% annually $1,000,001 - $3,000,000: 0.72% annually $3,000,001 - $5,000,000: 0.54% annually $5,000,001+: 0.40% annually
Account minimum: $50,000
Main office
Altamonte Springs FL
Advisors at this office
3
Most active in
Florida · South Dakota
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:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
Advisors at this firm
Susan S
Series 65
Altamonte Springs, FL
OneFirm Consulting, LLC
Susan Schulman is a financial advisor at OneFirm Consulting, LLC with five years of industry experience. She holds a Series 65 designation and has been with OneFirm Consulting since 2019, following roles at Finastra and D&H. OneFirm Consulting provides fee-based investment advisory and portfolio management services to individual clients, including high-net-worth households, focusing on long-term growth, retirement planning, and legacy objectives. The firm operates mainly on a non-discretionary, co-advisory model, working with third-party portfolio managers to execute investment strategies.
Edward S
Series 66
Altamonte Springs, FL
OneFirm Consulting, LLC
Edward Soulsby is a financial advisor at OneFirm Consulting, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at OneFirm Consulting since 2018. Soulsby is also a partner and attorney at Trotter & Soulsby, P.A., where he provides legal services. OneFirm Consulting offers fee-based investment advisory and portfolio management services primarily to individual and high-net-worth clients, focusing on long-term growth, retirement planning, and legacy objectives. The firm employs a non-discretionary, co-advisory model, collaborating with third-party portfolio managers while monitoring performance and advising clients accordingly.
Kenneth W
Series 66
Altamonte Springs, FL
OneFirm Consulting, LLC
Kenneth Wheeler is a financial advisor at OneFirm Consulting, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at KMS Financial Services, Inc. and Royal Alliance Associates, Inc. In addition to his advisory role, he is the owner of a tax, estate planning, and transactional law practice. OneFirm Consulting provides fee-based investment advisory and portfolio management services primarily to individual and high-net-worth clients, focusing on long-term growth, retirement planning, and legacy objectives. The firm operates mainly on a non-discretionary, co-advisory model, combining financial planning with portfolio management delivered through third-party managers.
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