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One Day Wealth

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Client assets under management

$43,645,909

Clients

60

40% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

30

Low

Average account size

$727,432

About

One Day Wealth serves individual clients — including both high-net-worth and non-HNW households — as well as charitable organizations and businesses. The firm provides portfolio management, comprehensive and project-based financial planning, retirement plan consulting, and personal finance presentations to public audiences and employee groups.

The firm develops individualized investment policies and typically implements those plans with a primarily passive approach, using index mutual funds and ETFs, while employing fundamental, cyclical, and charting analysis when performing deeper investment analysis. Comprehensive planning clients receive ongoing access to a planner with quarterly monitoring and written or electronic plans, and the firm also offers hourly and project-based engagements.

A notable feature of One Day Wealth is its regular delivery of educational seminars and workplace presentations on topics such as personal finance, investing, professional development, and entrepreneurship — a service that is less common among peers. The advisory practice is CFP®-led and small in scale, and it also provides retirement plan consulting to employers while the principal maintains a limited outside technology and business consulting activity.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Comprehensive financial planning upfront fee $1,000 to $20,000; Project-based financial planning fee $500 to $3,000; Personal finance presentations fixed fee $500 to $2,500.

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $25,000,000: 0.25% $25,000,001+: 0.15%

Project-based

Financial planning hourly rate of $300/hour; Retirement plan consulting $250/hour; Personal finance presentations $250/hour.

Most active in

More info

Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram Website 425-243-7020

Advisors at this firm

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user avatar

Nickolas R

CFP®, Series 66

Seattle, WA

One Day Wealth

Nickolas Reilly is a CFP® and Series 66-licensed advisor with 11 years of industry experience. He is currently with One Day Wealth in Seattle, where he has worked since 2018. His prior experience includes roles at Amazon Web Services and Tableau Software. One Day Wealth serves individual clients, charitable organizations, and businesses, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a primarily passive investment approach and provides educational seminars and workplace presentations on personal finance and related topics.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies Founder/Business Owner Executive
user avatar

Kyle W

Series 65

Edmonds, WA

One Day Wealth

Kyle Weisbrod is a financial advisor at One Day Wealth with two years of industry experience. He holds a Series 65 designation and has worked at Savvy and One Day LLC. Prior to his advisory career, he was self-employed and spent a decade as a homemaker. One Day Wealth serves individual clients, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan consulting, and educational presentations. The firm typically employs a primarily passive investment approach and provides ongoing planning services with regular client monitoring.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies Founder/Business Owner Executive
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