Advisor at One Wealth Map, LLC
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
Sebastian, FL
Credentials
Series 63, Series 66
Industry experience
9 years
Patrick Weber is a financial advisor at One Wealth Map, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, Merrill, Bank of America, and the Nebraska Department of Health and Human Services. One Wealth Map, LLC manages approximately $1.1 billion for nearly 300 clients, including individuals, family trusts, businesses, foundations, and charitable organizations. The firm employs a planning-driven approach with coordinated financial plans, layered portfolios, and tax-aware overlays, offering services on both discretionary and non-discretionary terms.
Based on One Wealth Map, LLC
Based on One Wealth Map, LLC
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
Sebastian, FL
Florida
One Wealth Map
2025 - Present (1 year)
Retired
2024 - 2025 (1 year)
Bank of America, N.A.
2022 - 2024 (2 years)
Merrill
2022 - 2024 (2 years)
TD Ameritrade, Inc
2017 - 2022 (5 years)
Nebraska Department of Health and Human Services
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 63, Series 65
Vero Beach, FL
Parsons Financial Group, LLC
CFP®, Series 63, Series 65
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Gulati Asset Management LLC
Series 63, Series 65
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Greenfield Financial Services, LLC
Series 63, Series 65
Vero Beach, FL
Gallatin & Company, LLC
Series 63, Series 65
Vero Beach, FL
ONESOURCE Wealth Advisors
Series 63, Series 66
Vero Beach, FL
Peachtree Investment Partners, LLC
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