ONESOURCE Wealth Advisors

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Client assets under management

$3,269,026

Clients

8% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$272,419

About

OneSource Wealth Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and employer retirement plans. As of December 31, 2025 the firm reported about $3.27 million in discretionary assets under management and operates with two advisory professionals serving a small client base.

The firm typically implements discretionary portfolio management using fundamental, technical and charting analysis, and may engage sub‑advisors or third‑party money managers to execute model strategies while retaining overall client relationships and ongoing monitoring. Financial plans are delivered on a defined timetable (generally within 60 days with timely documentation), and the firm operates an investment committee in coordination with an affiliated advisor to review market trends and strategy.

Noteworthy features include a regular program of public seminars and workshops (generally fee‑based in the $0–$149 range) and material principal involvement in licensed insurance activities; firm principals devote substantial portions of their time to selling insurance and receive commissions, a relationship the firm discloses and addresses as a potential conflict of interest. The firm also maintains multiple referral and sub‑advisor arrangements and discloses receipt of referral fees when clients are placed with third‑party managers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Equity compensation tax strategy Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning fixed fees up to $1,500

Percentage

$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.70% annually $500,001 - $1,000,000: 1.60% annually $1,000,001 - $5,000,000: 1.50% annually $5,000,001+: 1.20% annually

Commissions

Insurance products commissions paid to representatives (typical separate compensation)

Project-based

Financial planning services hourly fee $150/hour

Other

Fee-only: Financial planning hourly fee $150/hour; fixed fee up to $1,500

Main office location

ONESOURCE Wealth Advisors

601 21 St Street, Suite 300

Vero Beach FL 32960, United States

Number of offices

Most active in

Florida · South Carolina · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 866-895-1222

Advisors at this firm

Blake C

Series 63, Series 65

Vero Beach, FL

ONESOURCE Wealth Advisors

Blake Campbell is a financial advisor with ONESOURCE Wealth Advisors in Vero Beach, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Worth Unlimited LLC, LifePro Asset Management, Virtue Capital Management, and Horter Investment Management. Outside of investment advisory, he is involved in debt reduction and budget counseling through an unaffiliated business, Money Mastery, which offers a debt elimination system to clients. ONESOURCE Wealth Advisors is a two-advisor firm providing discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and businesses. The firm employs a combination of in-house management and third-party managers, conducts regular account reviews, and offers public seminars and workshops.

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive

Constantine B

Series 63, Series 65

Lyman, SC

ONESOURCE Wealth Advisors

Constantine Burlos is a financial advisor at OneSource Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CoreCap Advisors and Virtue Capital Management. Outside of advising, he operates Burlos Marketing LLC and provides tax planning services related to accelerated cost recovery for commercial properties. OneSource Wealth Advisors is a two-advisor firm offering discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm employs various investment analysis methods and often engages third-party managers to implement investment models.

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive

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