One Wealth Capital Management, LLC logo

One Wealth Capital Management, LLC

Updated today

Client assets under management

$299,057,061

Clients

259

51% high-net worth

Advisors

6

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

43

Low

Average account size

$1,154,660

About

One Wealth Capital Management serves individuals (including high-net-worth clients) as well as institutional and plan sponsors, offering discretionary and non‑discretionary investment management, financial planning, retirement plan advisory, and consulting. The firm also describes a year‑long Platinum Services planning program and access to private equity and hedge fund portfolios through a third‑party partner.

The brochure describes a top‑down, macro-environmental investment approach that uses tactical asset allocation, sector rotation, and a relative growth/value framework, with portfolios constructed from mutual funds, ETFs, individual securities and alternatives. One Wealth routinely employs sub‑advisors and third‑party asset managers (TPAMs) for model and separate account management and tailors ongoing oversight and periodic rebalancing to client objectives and risk tolerance.

Notable distinctions disclosed in the firm brochure include reportable disciplinary events involving the firm or its management, an affiliated insurance agency under common ownership, and an established relationship with a third‑party firm to source private equity/hedge fund managers. The brochure also indicates the firm uses testimonials, endorsements, and third‑party ratings in its advertising and discloses the use of blended sub‑advisor/TPAM arrangements, practices that are less common among similar team‑managed firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Roth conversion strategy Charitable giving tax strategies Multi-generational wealth transfer Private / alternative investments

Occupation focus

Founder/Business Owner Executive

Demographic focus

HENRY (High Earners, Not Rich Yet)

Fee options

Fixed

Financial planning fees range from $10,000 to $100,000; Platinum Services Program $500/month with $6,000 minimum initial term

Percentage

$0+: Not explicitly tiered but up to 1.85% annually (maximum) $0+: Total blended fee including sub-advisor/TPAM not to exceed 2.00%

Project-based

Up to $250/hour for unearned financial planning services upon termination

Subscriptions

Platinum Services Program $500 per month ($6,000 minimum)

Other

Account minimum: $1,000,000

Main office location

One Wealth Capital Management, LLC

4900 North Scottsdale Road, Suite 4900

Scottsdale AZ 85251, United States

Number of offices

4

Most active in

Arizona · California · Florida · Illinois · Kansas · New Hampshire · New York · Texas · Washington

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Jeremy D

Series 63, Series 65

El Segundo, CA

One Wealth Capital Management, LLC

Jeremy Dicker is a financial advisor at One Wealth Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MassMutual Life, Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory roles, he owns Jeremy Dicker Consulting, providing business consulting services focused on payables, receivables, inventory control, organization, and succession planning. One Wealth Capital Management serves individuals, trusts, foundations, retirement plans, and institutional clients with investment management, financial planning, and advisory services. The firm employs a macro-environmental, top-down approach to tactical asset allocation, combining growth and fixed-income strategies, and utilizes third-party managers and model portfolios for selected allocations.

Retirement income strategy Roth conversion strategy Charitable giving tax strategies Multi-generational wealth transfer Private / alternative investments Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

Thomas H

Series 66

Scottsdale, AZ

One Wealth Capital Management, LLC

Thomas Hughes is a financial advisor at One Wealth Capital Management, LLC in Scottsdale, AZ, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company, as well as a twelve-year tenure at Automatic Data Processing. One Wealth Capital Management serves individuals, trusts, foundations, retirement plans, and institutional clients with investment management, financial planning, and consulting services. The firm employs a macro-environmental, top-down approach to tactical asset allocation, combining growth and fixed-income strategies with ongoing manager due diligence and coordination with clients’ other advisors.

Retirement income strategy Roth conversion strategy Charitable giving tax strategies Multi-generational wealth transfer Private / alternative investments Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

Michael D

CFA®

Scottsdale, AZ

One Wealth Capital Management, LLC

Michael Donoghue is a CFA® charterholder and an advisor at One Wealth Capital Management, LLC with over 14 years of industry experience. He previously worked at Voya Investment Management from 2010 to 2024 and has been with One Wealth Capital since 2026. One Wealth Capital Management serves individuals, trusts, foundations, retirement plans, and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a macro-environmental, top-down approach to asset allocation, combining growth and fixed-income strategies with periodic rebalancing and manager due diligence.

Retirement income strategy Roth conversion strategy Charitable giving tax strategies Multi-generational wealth transfer Private / alternative investments Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

Brandon T

Series 63, Series 65

El Segundo, CA

One Wealth Capital Management, LLC

Brandon Tesar is a financial advisor at One Wealth Capital Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Guardian Life Insurance Company, Park Avenue Securities, and MML Investors Services LLC. Outside of finance, he is active as a freelance actor, writer, director, and producer in the entertainment industry. One Wealth Capital Management serves individuals, trusts, foundations, employer-sponsored retirement plans, and institutional clients with discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a macro-environmental, top-down approach to tactical asset allocation, combining growth and fixed-income strategies with ongoing manager due diligence and coordination with clients’ other advisors.

Retirement income strategy Roth conversion strategy Charitable giving tax strategies Multi-generational wealth transfer Private / alternative investments Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

Timothy P

CFP®, Series 63, Series 65

Chicago, IL

One Wealth Capital Management, LLC

Timothy Pearce is a CFP® with 10 years of experience in the financial services industry. He is currently with One Wealth Capital Management, LLC and has held prior roles at MassMutual Life, Guardian Life Insurance Company, Park Avenue Securities, and Northwestern Mutual. Outside of advisory work, he is a licensed insurance agent and is involved in a real estate rental business. One Wealth Capital Management serves individuals, trusts, foundations, retirement plans, and institutional clients with investment management, financial planning, and consulting services. The firm employs a macro-environmental, top-down approach to tactical asset allocation, combining growth and fixed-income strategies with ongoing manager due diligence and coordination with clients’ other advisors.

Retirement income strategy Roth conversion strategy Charitable giving tax strategies Multi-generational wealth transfer Private / alternative investments Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

Ryan C

ChFC®, Series 63

Overland Park, KS

One Wealth Capital Management, LLC

Ryan Cleary is a financial advisor at One Wealth Capital Management, LLC with 14 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Guardian Life Insurance Company of America, Park Avenue Securities, and Mass Mutual. Outside of advisory work, he is a silent partner in a nutritional supplement business with his wife. One Wealth Capital Management serves individuals, trusts, foundations, retirement plans, and institutional clients with investment management and financial planning services. The firm employs a top-down, macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies with ongoing manager due diligence and coordination with clients’ other advisors.

Retirement income strategy Roth conversion strategy Charitable giving tax strategies Multi-generational wealth transfer Private / alternative investments Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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