One Stop Advisor LLC

Overview

One Stop Advisor LLC operates as a small, independent registered investment adviser focused on individual and family clients and small businesses. The firm’s advisory work centers on financial planning and direct portfolio management; it also functions as an insurance broker and provides accounting-related services. Fee arrangements combine a percentage-of-AUM model with hourly charges, which fits a mix of ongoing portfolio oversight and project-based planning engagements. From an investment posture, the firm favors liquid, equity-oriented allocations. Exchange-traded equities and ETFs represent the dominant exposure in client portfolios, with equities cited as the preferred asset class. The adviser does not position itself as an ESG specialist, and it does not act as a capital allocator or pension consultant. Given the small scale of assets and client counts, the firm appears to run highly customized relationships rather than broad institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices