A complete list of active advisors currently associated with Vitesse One Wealth LLC

Warmer can help you find a great advisor at Vitesse One Wealth LLC or one who fits your needs even better.

The firm provides tailored investment management and comprehensive financial planning primarily for individual and high‑net‑worth clients, delivering continuous portfolio oversight and written financial plans. It charges asset‑based advisory fees for managed accounts and also offers standalone financial planning billed on an hourly basis. The firm’s investment approach centers on Modern Portfolio Theory and primarily passive management using index mutual funds and ETFs, with asset allocation and periodic rebalancing as core tools. The adviser also employs fundamental, technical, cyclical and charting analyses and may incorporate buffered ETF strategies and both active and passive fund selections when appropriate. Noteworthy aspects include that the firm is newly formed and operated by a single managing member who is the sole employee and who maintains outside employment as an airline transport pilot, with that activity occurring during trading hours; the firm’s business continuity disclosures state there is no plan for continuation in the event of the managing member’s death. The firm further discloses that it does not engage in block trading, does not receive soft‑dollar or third‑party compensation, and generally leaves proxy voting and corporate actions to clients.

To learn more about the advisors currently working at Vitesse One Wealth LLC, 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
James Harrison profile photo James Harrison
Pensacola, FL
0
Warmer team member

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