A complete list of active advisors currently associated with OnlyFunds
Warmer can help you find a great advisor at OnlyFunds or one who fits your needs even better.
OnlyFunds provides automated, software-based investment advisory and portfolio management services to U.S. individuals, trusts, and other eligible entities through brokerage accounts opened at Betterment or Interactive Brokers. The firm delivers fully discretionary management via an online client portal and emphasizes accessibility with no stated account minimums to facilitate retail participation. The firm’s investment process is grounded in Modern Portfolio Theory and implemented through algorithmic portfolio construction, ETF selection, continuous monitoring, and periodic rebalancing; it derives individualized risk profiles using both objective financial measures and subjective risk‑tolerance questions. OnlyFunds generally follows a long‑term, buy‑and‑hold philosophy and may utilize platform features such as tax‑loss harvesting and automated rebalancing available through its third‑party providers. OnlyFunds is unusual among single‑advisor independent firms in operating entirely as an internet adviser and in its use of endorsements and testimonials in advertising; the brochure discloses paid social‑media influencers, third‑party solicitors, and promotional campaigns that can include fee reductions or other limited offers. The firm’s reliance on third‑party platforms (Betterment as a sub‑advisor/portal and IBKR for custody/trading) also distinguishes how it delivers execution, proxy voting, and certain client services compared with more traditional advisers.
To learn more about the advisors currently working at OnlyFunds, 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 |
|---|---|---|
New York, NY
| 4
|
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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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