SERVICE ONE FINANCIAL

Overview

Service One Financial is an independent, privately owned registered investment adviser that serves individual and family clients. The firm combines traditional advisory services—financial planning and portfolio management for individuals, small businesses and institutions—with brokerage activity tied to real estate and insurance products. Its revenue model includes asset-based fees alongside hourly and fixed-fee engagements, and it also acts as a broker for real estate and insurance and sells other financial products. The adviser identifies itself as a single-state practice rather than a multi-state firm and does not position itself as a capital allocator. It reports no active ESG investing program. Regulatory-data descriptors indicate a small, owner-led corporate structure rather than a large platform or wirehouse affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices