One Wealth Planning LLC

Overview

One Wealth Planning LLC is an independent registered investment adviser operating as a limited liability company and run by an individual owner. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It also acts as an insurance broker. Fee arrangements include both a percentage of assets under management and fixed fees. Investment activity is tilted strongly toward equities: the firm lists exchange‑traded equities as its primary asset type and uses separately managed account (SMA) wrappers to implement client portfolios. As a capital allocator, One Wealth Planning LLC supplements public equity exposure with allocations to third‑party real estate funds and mutual funds, using those positions for diversification, income and access to manager expertise. The adviser does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices