Advisor at One Wealth Capital Management, 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 Capital Management, LLC
Location
Paso Robles, CA 93446
Credentials
Series 63, Series 65
Industry experience
27 years
Financial planning fixed fees ranging from $10,000 to $100,000, negotiated in advance.
Up to 1.35% annually (negotiable, not to exceed 1.35%)
Up to $250 per hour for financial planning services upon termination if applicable.
Account minimum: $1,000,000 (waivable at firm's discretion) Fee-only: Investment management fees up to 1.35% annually, advisory fees for brokerage customers up to 1.0% annually, consulting fees negotiated per project, financial planning fixed fees from $10,000 to $100,000, hourly rates up to $250/hour for termination billing.
One Wealth Capital Management, LLC
2024 - Present (2 years)
MassMutual Life
2023 - Present (3 years)
One Wealth Management Investment and Advisory Services, LLC
2023 - 2024 (1 year)
One Wealth Management Investment and Advisory Services, LLC
2023 - 2024 (1 year)
ONE Wine Consulting, LLC
2022 - 2025 (3 years)
Jeremy Dicker Consulting
2020 - Present (6 years)
Guardian Life Insurance Company
2018 - 2023 (5 years)
Park Avenue Securities
2018 - 2023 (5 years)
One Wealth Management Financial and Insurance Services, Inc.
2015 - 2024 (9 years)
MassMutual Financial Group
2012 - 2018 (6 years)
MML Investors Services, LLC
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
San Miguel, CA
Edward Jones
Series 66
Atascadero, CA
Edward Jones
ChFC®, Series 66
Atascadero, CA
Edward Jones
Series 63, Series 66
Paso Robles, CA
Edward Jones
Series 63, Series 66
Paso Robles, CA
Edward Jones
Series 66
Paso Robles, CA
Edward Jones
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