One Degree Advisors, Inc.
Firm details
- Headquarters
- San Diego, California
- CRD number
- 170392
- Registered since
- March 18, 2014
- Website
- onedegreeadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.47%
- Individuals26.72%
- Charitable Organizations1.8%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
One Degree Advisors, Inc. is an independent, adviser-owned registered investment adviser that has been SEC-registered since 2014. The firm operates as a capital allocator and insurance broker, charging fees based on a percentage of assets under management. Its client mix includes individuals and families as well as institutional relationships. Core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, manager selection, and client education through seminars or workshops. One Degree does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Anthony Saffer
CEO & Financial AdvisorCRD 3259751
Contacts
3 of 7
Jeff Luebe
Client Services ManagerCRD 3241444
James Thomason
Financial AdvisorCRD 1074745
Alexander Okugawa
Financial AdvisorCRD 6489972
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$425M in ETFs
36%
$152M
54%
$273M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $87.6M | 1,977,629 | 20.59% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 3131 Camino Del Rio N
- Time zone
- PT (UTC-8)
- Office locations
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