Brian Ott
Advisor at One Wealth Map, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
One Wealth Map, LLC
Location
Savannah, GA
Credentials
Series 63, Series 65
Industry experience
12 years
About
Brian Ott is a financial advisor at One Wealth Map, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Citizens Securities, Inc., Eagle Strategies (NY Life), and New York Life Insurance Company. One Wealth Map, LLC is an SEC-registered advisory firm managing approximately $1.1 billion for nearly 300 clients, including individuals, family trusts, businesses, foundations, and charitable organizations. The firm uses a planning-driven approach with coordinated financial plans, layered portfolios, and tax-aware overlays, offering both discretionary and non-discretionary management along with consolidated reporting and periodic reviews.
Client services
Based on One Wealth Map, LLC
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Based on One Wealth Map, LLC
Options & derivatives strategies
Tax-loss harvesting
Retirement income strategy
General estate planning guidance
Cash flow / budgeting
Fee options
Initial Financial Planning Fees: Basic $5,500; Advanced $9,500; Complex $12,500; $250 per additional model change after one free change per year.
1% to 2.5% per year depending upon level of service
Commissions may be earned by licensed personnel when implementing insurance products or other separate services; commissions vary and are separate from advisory fees.
Additional time beyond included hours billed at current hourly billing rate; hourly fees apply for certain services such as reviewing private investments.
Account minimum: $1,000,000
Location
Savannah, GA
Most active in
Brian O has reported serving >5 clients in these states in the last 12 months.
Arizona · Georgia
Work history
One Wealth Map
2021 - Present (5 years)
Unemployed
2020 - 2021 (1 year)
Citizens Securities, Inc.
2019 - 2020 (1 year)
Eagle Strategies (NY Life)
2018 - 2019 (1 year)
NYLIFE Securities LLc
2018 - 2019 (1 year)
New york Life Insurance Company
2018 - 2019 (1 year)
SurePath Wealth Management
2016 - 2018 (2 years)
Eagle Strategies (NY Life)
2016 - 2016 (1 year)
New york Life Insurance Company
2012 - 2016 (4 years)
NYLIFE Securities LLc
2012 - 2016 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
John M
Series 63, Series 65
Savannah, GA
Upland Capital Management, LLC
Dylan T
Series 65
Bluffton, SC
DWT Financial
William C
Series 63, Series 65
Savannah, GA
Tidewater Wealth Advisors
Mitchell Z
Series 65
Bluffton, SC
Zimmer Capital Management LLC
Arthur R
Series 63, Series 65
Bluffton, SC
Strategic Investment Solutions, LLC
Brett L
Series 65
Savannah, GA
Constant CashFlow, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")