One Stop Advisor LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$573,700
Clients
9
0% 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
9
Very LowAverage account size
$63,744
About
One Stop Advisor LLC provides investment management, financial planning (both comprehensive and modular), tax return preparation, and insurance and annuity services to individual clients and other private clients such as trusts and estates. Like many independent advisers, it offers discretionary portfolio management and typically charges percentage-of-AUM advisory fees.
The firm constructs globally diversified model portfolios across equities, fixed income, real estate, commodities, mutual funds, and ETFs and generally follows a long‑term, buy‑and‑hold allocation with periodic rebalancing and portfolio reviews. Custody and trade execution are handled through third‑party custodians and the firm also offers implementation and ongoing monitoring engagements as separate services.
What distinguishes the firm is that its principal is a licensed CPA and university accounting instructor and the firm provides tax return preparation as an integrated service, a combination that is uncommon among independent advisers. The firm also expanded in July 2025 from a fee‑only model into fee‑based insurance and annuity sales (including advisory fixed indexed annuities) and operates several informational websites on annuities and long‑term care; it discloses and manages the potential conflicts created when representatives sell insurance or receive commissions.
Client services
Financial planning
Portfolio management
Tax return preparation, insurance and annuities
Tax return preparation, insurance and annuities
Expertise
Annuities
General retirement planning
Social Security optimization
Elder care planning
Cash flow / budgeting
Fee options
$0 - $500,000: 1.5% $500,001 - $1,000,000: 1% $1,000,001+: 0.75%
Commissions on insurance and annuity product sales; first-year commissions typically 50% to 90% of premium plus residual commissions
Financial planning hourly rate is $200 per hour, billed in 15-minute increments
Fee-only: Project-based financial planning fees range from $1,000 to $10,000 per plan; hourly financial planning fee is $200/hour
Main office location
One Stop Advisor LLC
Lancaster PA, United States
Number of offices
1
Most active in
One Stop Advisor LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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.
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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
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