Onesource Wealth Advisors

Overview

Onesource Wealth Advisors is structured as a limited liability company operating as an independent registered investment adviser and is individually owned. The firm serves mainly individuals and families and presents itself as a capital allocator that can place client capital with third-party managers. Its revenue model includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements, and it also lists other fee types. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. The firm also lists insurance brokerage as a business activity and has an industry affiliation with an insurance company. The snapshot flags that the firm is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices