Advisor at One Wealth Planning LLC
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Firm
One Wealth Planning LLC
Location
Waxahachie, TX
Credentials
Series 66
Industry experience
13 years
Tanner Fedell is a financial advisor at One Wealth Planning LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including North Star Consultants, Inc and Cetera Investment Advisers LLC. Outside of advising, he owns and operates a farm where animals are raised. One Wealth Planning LLC provides investment management and comprehensive financial planning primarily for individual clients, managing about $40.4 million in discretionary assets. The firm uses an evidence-based investment approach grounded in Modern Portfolio Theory, emphasizing diversified, buy-and-hold strategies with passive funds and ETFs, supplemented by third-party sub-advisers for portfolio management and planning.
Based on One Wealth Planning LLC
Based on One Wealth Planning LLC
Financial planning fees: one-time plan $2,500 to $12,000; fixed fee monthly $150-$500 for clients with assets under $500,000; waived for assets $500,000 or above
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $4,000,000: 0.70% $4,000,000 - $5,000,000: 0.60% $5,000,000+: 0.50%
Waxahachie, TX
Texas
One Wealth Planning LLC
2023 - Present (3 years)
Cetera
2023 - 2024 (1 year)
Cetera Advisor Networks Llc
2023 - 2024 (1 year)
North Star Consultants, Inc
2012 - 2024 (12 years)
Securian Financial Services, Inc
2012 - 2023 (11 years)
Minnesota Life Insurance company
2012 - 2023 (11 years)
CRI Securities, LLC
2012 - 2021 (9 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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CFP®, Series 63, Series 65
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Legacy Wealth Advisors, Inc.
PFS™, Series 63
Waxahachie, TX
Legacy Wealth Advisors, Inc.
Series 65, Series 66
Waxahachie, TX
Worth Asset Management
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