A complete list of active advisors currently associated with OneLegacy Advisors, LLC

Warmer can help you find a great advisor at OneLegacy Advisors, LLC or one who fits your needs even better.

OneLegacy Advisors, LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and integrated financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and charitable organizations. The firm documents each client’s situation in an Investment Policy Statement and provides ongoing monitoring and quarterly custodian reports. The firm’s investment process draws on a broad set of analysis methods — including charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis — and employs both long‑ and short‑term trading strategies as well as margin, short sales and options, consistent with documented client risk tolerances. OneLegacy requests discretionary trading authority for accounts and emphasizes documentation of risk profiles and regular portfolio reviews. Noteworthy elements include that the firm’s principal is also a licensed insurance agent and discloses accepting commissions for insurance and annuity sales, a practice the brochure identifies as a potential conflict of interest that is documented and disclosed to clients. The firm also requires clients to use specified custodians (e.g., Schwab, Interactive Brokers, or Fidelity), may receive institutional services and research from custodians, and does not aggregate trades across client accounts — operational practices that are uncommon for a solo advisory practice of its size.

To learn more about the advisors currently working at OneLegacy Advisors, 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
Jasen Benton	Green Bay, WI	2

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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.

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