One Brick Planning & Consulting, LLC

Updated today

Find your advisor

Client assets under management

$28,649,524

Clients

44% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$666,268

About

One Brick Planning & Consulting, LLC provides wealth management and financial planning to individuals (including high‑net‑worth clients), charitable organizations, and corporate clients, and also offers retirement plan consulting to plan sponsors. Its service set includes discretionary investment management as part of its Wealth Management offering, ongoing and project‑based financial planning, and tax preparation and reporting support for individuals and small businesses.

The firm combines passive core portfolios with customized factor‑based strategies, using index mutual funds and ETFs for core exposures and academic factor tilts (such as size, value, momentum, profitability/quality, carry, and term) in customized mandates. It may engage sub‑advisors and third‑party platforms (including an indexed ETF manager) and maintains discretionary authority to implement and monitor asset allocations within an ongoing planning relationship.

OBPC discloses an affiliation with a practicing CPA firm and the use of third‑party accounting/tax providers, and it offers tax return preparation and related small‑business tax services alongside planning — a configuration that is uncommon among similar advisers. The firm also documents retirement plan consulting that can include named fiduciary roles (3(21) or 3(38)) and emphasizes modular, ongoing planning that integrates tax and investment considerations.

Client services

Financial planning Portfolio management Selection of other advisers Tax preparation services

Expertise

Passive / index investing Factor investing / smart beta Business ownership considerations

Occupation focus

Founder/Business Owner

Fee options

Fixed

Upfront financial planning fees from $500 to $3,000; Retirement Plan Consulting flat fees range from $2,500 to $250,000.

Percentage

$0 - $300,000: $3,000 (flat annual fee) $300,001 - $500,000: $4,000 (flat annual fee) $500,001 - $1,000,000: $6,000 (flat annual fee) $1,000,001 - $1,500,000: $8,000 (flat annual fee) $1,500,001 - $2,000,000: $10,000 (flat annual fee) $2,000,001 - $2,500,000: $12,000 (flat annual fee) $2,500,001 - $3,000,000: $14,000 (flat annual fee) $3,000,001+: +$3,000 per additional $1,000,000 or customized quote

Project-based

Project Based Planning hourly rates range from $150 to $300 per hour.

Subscriptions

Ongoing Planning monthly fees range from $50 to $1,000 depending on complexity and client needs.

Other

Minimum fee: Annual advisory fees ranging from $3,000 to $25,000 based on complexity and asset size for Wealth Management Services; Retirement Plan Consulting minimum fee of $2,500. Fee-only: Ongoing Planning fees range from $50 to $1,000 per month; Project Based Planning hourly fees range from $150 to $300 per hour.

Main office location

One Brick Planning & Consulting, LLC

5500 Greenwood Plaza Blvd #130

Greenwood Village CO 80111, United States

Number of offices

Most active in

Colorado · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook X Website 720-660-2491

Advisors at this firm

Tina W

CFP®, Series 65

Colorado Springs, CO

One Brick Planning & Consulting, LLC

Tina Watson is a CFP® and Series 65 licensed advisor with nine years of industry experience. She is a senior partner at Watson CPA Group, where she manages business and accounting operations, and has been with the firm since 2007. Since 2018, she has also served as an advisor at One Brick Planning & Consulting, LLC. One Brick Planning & Consulting provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes passive core portfolios built with index mutual funds and ETFs, integrates tax planning into its services, and maintains a close operational relationship with accounting and tax services through its partner's CPA firm role.

Passive / index investing Factor investing / smart beta Business ownership considerations Founder/Business Owner

Aaron C

Series 63, Series 65

Greenwood Village, CO

One Brick Planning & Consulting, LLC

Aaron Connell is a financial advisor at One Brick Planning & Consulting, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with One Brick Planning & Consulting since 2015 and One Brick Financial Concepts LLC since 2017, where he also provides tax preparation services. One Brick Planning & Consulting offers wealth management, financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and businesses. The firm manages approximately $22.6 million for a select client base, typically using passive core portfolios with index mutual funds and ETFs, alongside customized factor-based allocations and a close integration of tax planning and accounting services.

Passive / index investing Factor investing / smart beta Business ownership considerations Founder/Business Owner

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support