A complete list of active advisors currently associated with OneFirm Consulting, LLC
Warmer can help you find a great advisor at OneFirm Consulting, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at OneFirm Consulting, 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 |
|---|---|---|
Altamonte Springs, FL
| 6
| |
Altamonte Springs, FL
| 19
| |
Altamonte Springs, FL
| 21
|
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