One Degree Advisors, Inc.

One Degree Advisors, Inc. provides personalized financial planning and discretionary investment management primarily for high‑net‑worth individuals, business owners, and corporations. The firm reports about $489 million in discretionary assets under management and serves several hundred client relationships through a team of six advisors.

The firm generally constructs diversified, model‑based portfolios using an asset‑allocation approach grounded in Modern Portfolio Theory and primarily recommends institutional‑style and low‑cost mutual funds and ETFs. One Degree typically acts with written discretionary authority for trading and ongoing supervision, rebalancing client accounts as appropriate, and may manage variable annuity accounts on a discretionary basis while using custodial platforms such as Charles Schwab and Altruist for account custody and execution.

Notable distinctions in the firm’s disclosure include a formal financial‑institution consulting practice in which One Degree contracts with broker‑dealers, insurance companies, and investment companies and receives consulting fees for services to those institutions’ customers. The brochure also discloses receipt of custodial support and marketing services (including attendance at industry conferences and related educational events), and a team composition that includes multiple CFP professionals and other specialty credentials (e.g., CKA, CEPA, AIF); one advisor also operates a separate business‑consulting practice.