One Financial Design, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,868,957
Total clients
6
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$644,826
About
One Financial Design, LLC provides investment management and financial planning primarily to individual and high‑net‑worth clients, and also offers financial consulting engagements paid for by employers. The firm’s services include discretionary portfolio management, project‑based and ongoing financial planning, and group educational seminars and speaking engagements.
The firm’s investment approach is grounded in Modern Portfolio Theory and asset allocation, employing a mix of passive and active funds, ETFs, and individual securities and, when appropriate, third‑party outside managers to implement client strategies. Portfolios and plans are tailored to clients’ risk tolerance, time horizon and tax considerations, and can incorporate socially responsible investing screens at a client’s request.
Distinctively for a solo independent adviser, One Financial Design offers employer‑sponsored financial consulting with annual company seminars and one‑time financial plans for employees, and it markets paid digital educational courses on budgeting, cash flow and basic investment topics. The firm operates as a fee‑only adviser, reports a small client base and modest assets under management (approximately $3.9 million across six clients), and does not accept sales commissions for investment products.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Flat fees for project-based financial planning range from $400 - $5,000; investment management flat fees between $500 - $20,000; educational seminars $0 - $10,000; financial consulting $500 - $5,000 per month
Hourly rate of $350 for project-based financial planning
Ongoing financial planning fees range from $2,000 - $14,000 per year, paid monthly or quarterly in advance
Minimum fee: Flat dollar fee between $500 - $20,000, not to exceed 2% of assets under advisement Fee-only: Fee-only firm; compensation solely from clients for services
Main office location
One Financial Design, LLC
Hingham MA, United States
Number of offices
1
Most active in
One Financial Design, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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