One Life Financial Group, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 281792
- Registered since
- May 7, 2026
- Website
- onelifefg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.63%
- Individuals26.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
One Life Financial Group, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm targets individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing mixes a percentage-of-AUM model with hourly and fixed-fee arrangements. The adviser is not positioned as a capital allocator, does not report active ESG investing as a core practice, and does not operate as a multi-state adviser.
Assets & Accounts
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
- Public Funds/Mutual Funds98%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Franklin Strobeck
Investment Advisor RepresentativeCRD 7141180
Brian Lahr
PRESIDENT & FINANCIAL LIFE PLANNERCRD 4672331
Joshua Jenson
Portfolio ManagerCRD 6930220
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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