Oneway Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
OneWay Financial works with individuals, families, small business owners, professionals, and prospective retirees, providing financial counseling and insurance planning and product placement. Services are offered without asset minimums and are intended to support long-term planning, retirement discussions, and risk‑management decisions.
The firm does not manage client assets or accept discretionary trading authority; clients retain control of account implementation and custody. Instead of charging direct advisory fees, the firm provides consultative planning and is compensated through commissions, trails, or other sales-related payments when insurance products are purchased.
Distinctively, the firm operates as a state‑licensed insurance producer that recommends and places life insurance, annuities, and related products, a feature that is uncommon among firms in this category. It also provides financial planning services while not serving as an asset manager and does not participate in private fund advising or performance‑based fee arrangements.
Client services
Expertise
Occupation focus
Fee options
Compensation solely through commissions, trails, or sales-related compensation from sale of insurance products; no specific commission rates disclosed.
Main office
Carrollton TX
Advisors at this office
1
Most active in
Texas
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:
-
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
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")