AdviceOne Advisory Services, LLC

AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth individuals, and non-profit organizations. The firm manages client accounts on a discretionary basis, advises on retirement accounts (acting as a fiduciary under ERISA/IRC when applicable), and typically requires a $25,000 minimum to open an account.

The firm constructs two primary portfolios—an equity sleeve for long-term growth and a fixed-income sleeve for current income—largely using open-ended mutual funds and proprietary asset-allocation models that focus on long‑term expected returns, risk, and correlations. Portfolio construction includes manager due diligence (including interviews with fund management teams), periodic rebalancing within established tolerances, and the option to recommend Independent Managers for portions of client assets.

What is notable relative to many peers is that AdviceOne uses client testimonials in its advertising, a practice that is relatively uncommon among multi-team advisory firms. The brochure also discloses an institutional custodial relationship with Charles Schwab that provides technology and other economic benefits to the firm, a relationship the firm identifies as a potential conflict it seeks to manage.