Vero Beach, FL Office

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.