Julia Ponce
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.
About
Julia Ponce is a financial advisor at One Wealth Map, LLC with a Series 65 designation and over eight years of industry experience. Her prior roles include positions at Gulf Coast Financial Planning, H&R Block, and the Law Office of Mary King. 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 offers planning-driven investment supervisory services and comprehensive financial planning through multiple offices, utilizing both fundamental and technical analysis alongside tax-aware strategies.
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
Sarasota, FL
Most active in
Julia P has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
One Wealth Map
2025 - Present (1 year)
Financial Design
2025 - 2025 (1 year)
H&R Block
2024 - 2025 (1 year)
Law Office of Mary King
2024 - 2024 (1 year)
Gulf Coast Financial Planning
2017 - 2024 (7 years)
PGO Services
2015 - 2017 (2 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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Sarasota, FL
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Geoffrey P
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Charitable Foundation Services LLC
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