ONESOURCE Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
OneSource Wealth Advisors is a small, state-registered advisory firm that manages roughly $3.2 million for a limited client base of 17 relationships and is operated by two advisors. The firm serves individuals (including high‑net‑worth clients), trusts, estates, and retirement plans, offering discretionary asset management, comprehensive financial planning, and ERISA plan services.
The firm typically charges percentage‑of‑AUM advisory fees and implements client programs through direct portfolio management, the use of sub‑advisors, and third‑party managers; it monitors TPM performance, delivers periodic account reviews, and tailors investment strategies to documented client objectives. Methods of analysis disclosed include fundamental, technical and charting approaches, and the firm participates in an investment committee arrangement to review market trends and investment ideas.
Distinctive features relative to many peers include regularly offered seminars and workshops (with modest attendee fees) and significant affiliated insurance activity: firm principals act as licensed insurance agents, the firm maintains insurance affiliations, and commissions from insurance sales are disclosed. OneSource also operates multiple referral and revenue‑sharing arrangements with third‑party managers and has incentive tiers with at least one manager, a business model element the brochure highlights as a material relationship and potential conflict of interest.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial Planning Services offered based on flat fee of up to $1,500.
$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 are received by insurance agents affiliated with the firm for insurance product sales; typical separate commission compensation applies.
Financial Planning Services, College Planning Services, and Estate Planning Services charged at $150 per hour.
Main office
See office601 21st Street, Suite 300
Vero Beach FL 32960
Advisors at this office
1
Offices (2)
Most active in
Florida · South Carolina · Texas
Also doing business as
One Source Group · Onesource Financial Group · Onesource Wealth Advisors · Onesource Wealth Management, LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Lawyer
They provide legal services, typically billed separately.
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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
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. He holds Series 63 and Series 65 licenses and has ten years of industry experience. Campbell has worked at several firms including Worth Unlimited LLC and LifePro Asset Management, LLC, and he is president of ONESOURCE Financial Management Group, Inc., where he is involved in insurance, annuity sales, and debt elimination counseling. He also operates an unaffiliated business, Money Mastery, which offers a debt reduction system to clients. ONESOURCE Wealth Advisors is a state-registered firm managing approximately $3.2 million for a select client base. The firm serves individuals, trusts, estates, and retirement plans with discretionary asset management and financial planning, utilizing fundamental, technical, and charting analyses, along with third-party managers and regular client reviews.
Constantine B
Series 63, Series 65
Lyman, SC
ONESOURCE Wealth Advisors
Constantine Burlos is a financial advisor with ONESOURCE Wealth Advisors in Lyman, SC, holding Series 63 and Series 65 licenses and with 23 years of industry experience. His prior roles include positions at CoreCap Advisors, CoreCap Investments, and Virtue Capital Management. Outside of advisory work, he operates Burlos Marketing LLC and provides tax planning services related to accelerated cost recovery for commercial properties. ONESOURCE Wealth Advisors is a state-registered firm managing approximately $3.2 million for a small client base, including individuals, trusts, estates, and retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan services, utilizing a combination of direct portfolio management, sub-advisors, and third-party managers with periodic performance reviews tailored to client objectives.
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