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, SEC-registered RIA (registered in 2014) owned by an individual. The firm serves both individual & family clients and institutional investors and charges fees as a percentage of AUM. It acts as a capital allocator — directing client capital to third-party managers and strategies — and also operates as an insurance broker. Advisory services listed include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars/workshops. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 6
Philip Reuer
Financial AdvisorCRD 8045419
Jeff Luebe
Client Services ManagerCRD 3241444
Alexander Okugawa
Financial AdvisorCRD 6489972
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$375M in ETFs
35%
$131M
55%
$243M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $73.6M | 1,895,239 | 19.66% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 8880 Rio San Diego Dr
- Time zone
- PT (UTC-8)
- Office locations
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