One Wealth Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$40,393,000
Total clients
67
25% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
67
Average account size
$602,881
About
One Wealth Planning LLC provides investment management and comprehensive financial planning primarily for individual clients, overseeing about $40.4 million in discretionary assets across roughly 67 client relationships. Services include developing written investment policy statements, ongoing portfolio management, and advice on held-away employer retirement accounts and insurance-based products.
The firm’s investment approach is evidence-based and grounded in Modern Portfolio Theory, favoring diversified, buy-and-hold allocations implemented mainly through passive mutual funds and ETFs, with model portfolios used where appropriate and Monte Carlo analysis employed for planning. It supplements its in-house work with a third‑party sub‑adviser (FPAS) for model portfolio management, and uses a third‑party platform to view and tax‑efficiently manage and rebalance held‑away 401(k), 529 and HSA accounts.
Noteworthy distinctions for a firm of this size include that the firm’s principal is a licensed insurance agent and may recommend and implement insurance products for clients—generating customary commission compensation and a potential conflict of interest that is disclosed in the brochure. The firm also relies on external partners (FPAS and Dimensional Fund Advisors) for sub‑advisory models, research and reporting, and explicitly accommodates retention of certain individual securities for tax or personal reasons, arrangements that are less common among peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Business sale tax planning
Life insurance needs analysis
Fee options
Financial planning fees: one-time plan $2,500 to $12,000; fixed fee monthly $150-$500 for clients with assets under $500,000; waived for assets $500,000 or above
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $4,000,000: 0.70% $4,000,000 - $5,000,000: 0.60% $5,000,000+: 0.50%
Main office location
One Wealth Planning LLC
Waxahachie TX, United States
Number of offices
1
Most active in
One Wealth Planning LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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.
Is not active or affiliated with:
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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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