One Source Advisory Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,666,349
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
98
10% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
98
Very HighAverage account size
$159,861
About
One Source Advisory Services serves primarily retirees and small business owners, providing fee-based wealth management, investment advisory, and financial planning with integrated annual tax planning. The firm also offers consulting for small businesses and makes accounting and tax-preparation services available through an affiliated accounting firm, LRM Accounting & Tax Services LLC.
Its investment approach uses Modern Portfolio Theory and asset allocation as the foundation for diversified portfolios composed mainly of ETFs, no-load mutual funds, and individual equities, with active portfolio management and periodic rebalancing. Advisory services include both discretionary and non-discretionary management, guidance on employer retirement accounts, and access to LPL Financial–sponsored platforms such as Strategic Wealth Management and Model Wealth Portfolios.
Noteworthy for an independent, solo advisory practice, the firm is affiliated with an accounting practice (LRM) whose activities include seasonal tax return preparation and small-business accounting—about 40 hours monthly during the January–April season—alongside a separate small-business consulting entity. The brochure also documents that the firm advises on other financial products, including variable life and annuities, and permits strategies involving options and futures, features that are uncommon among peers in this category.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Retirement plans for business owners (SEP, solo 401k)
Business Financial Management
Income planning
Occupation focus
Retired
Founder/Business Owner
Fee options
Financial planning fees billed annually at $2,500; initial planning fees range from $1,500 to $3,500 depending on complexity
$0 - $100,000: 0.5000% quarterly $100,001 - $500,000: 0.4375% quarterly $500,001 - $1,000,000: 0.3750% quarterly $1,000,001 - $2,000,000: 0.2500% quarterly $2,000,001+: Negotiated
Hourly rate of $350 for financial planning and consulting services
Account minimum: $100,000 Minimum fee: Minimum investment advisory fee of $1,500 for clients with investment advisory needs Fee-only: Financial Planning fees billed annually at $2,500 or hourly rate of $350; hourly and flat-fee arrangements available for consulting and small business services
Main office location
One Source Advisory Services, LLC
One West Court Square, Suite 750
Decatur GA 30030, United States
Number of offices
1
Most active in
One Source Advisory Services, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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