O

One Wild Life Advisors LLC

Updated today

Total assets under management

$0

Total clients

0

Total advisors

2

of 2 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

0

Average account size

About

One Wild Life Advisors LLC is a state-registered investment adviser that focuses on employer‑sponsored retirement plans and other pooled or institutional clients while also providing investment management and both project‑based and ongoing financial planning to charitable organizations and businesses. The firm advises on common liquid securities—stocks, bonds, mutual funds, ETFs, and cash equivalents—and may provide discretionary trading authority to implement client investment plans.

The firm tailors advice by collecting client profile and suitability information to set asset allocation targets and monitor portfolios against stated objectives, risk tolerance, and tax considerations. When appropriate, it recommends and helps onboard third‑party managers (TAMPs), assists clients with adviser selection, and conducts periodic reviews of those managers as part of its implementation and oversight process.

Noteworthy aspects relative to peers include a defined focus on retirement plan services—both consulting and discretionary plan management—where it acts as an ERISA fiduciary and may serve as an investment manager under ERISA section 3(38). The firm also offers group educational seminars, assists in the formal selection of other advisers, and makes single‑subject or hourly planning engagements available; it is newly formed and reported no assets under management as of its initial filing.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Project-Based Financial Planning starting at $4,000 (negotiable); Employer-sponsored Retirement Plan Consulting starting at $1,200 (negotiable); Ongoing Financial Planning and Investment Management bundled fixed fee starting at $9,000 per year (negotiable)

Project-based

$400 per hour (negotiable)

Other

Account minimum: $100,000 (may be reduced or waived case-by-case)

Disclosures

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

Business activities & affiliations

Main office location

One Wild Life Advisors LLC

Chicago IL, United States

Number of offices

2

Quick links

Advisors at this firm

Andrea O

CFP®

Chicago, IL

One Wild Life Advisors LLC

Before One Wild Life Advisors was formed in 2025, I started North Park Financial Planning in 2018 to improve my own life and work in a way that allows me to spend more time with my loved ones, moving my body and traveling. I’m excited to help others engage in fulfilling work/life experiences and feel good about their financial lives. We assist with the following: values clarification, uneven cash flow and spending plan, business formation questions, self employment taxes and tax planning, financial independence planning, retirement plan accounts set up, RSU compensation strategies, college planning, insurances, employee benefits and managing your investments. We have relationships with many other professionals (CPAs, attorneys, insurance and mortgage brokers, etc) in Chicago to assist with implementation of your plan's recommendations. Working with me over time will provide the accountability you need to live your one wild life presently and decades from now. Your future self will thank you for the work we start together today.

Business ownership considerations Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Technology Professional

Jacki L

CFP®

Chicago, IL

One Wild Life Advisors LLC

I am honored to accompany my clients on their financial wellness journey, letting go of financial stress and anxiety, making space for joy and peace in their lives. Prior to co-founding One Wild Life Advisors, LLC I owned Tree Fort Financial, Inc. for over 10 years, started by my father in 2003. My family has an extensive history of entrepreneurship, and I have seen first-hand the opportunities and challenges of business ownership. We assist with the following: values clarification, uneven cash flow and spending plan, business formation questions, self employment taxes and tax planning, financial independence planning, retirement plan accounts set up, RSU compensation strategies, college planning, insurances, employee benefits and managing your investments. We have relationships with many other professionals (CPAs, attorneys, insurance and mortgage brokers, etc) in Chicago to assist with implementation of your plan's recommendations. I am down to earth and practical, and bring a common sense approach to personal finance. In working with me, I hope you will experience a better understanding of your financial situation; have a clear framework for financial decision making; and gain a trusted partner to help on your journey. Together, we'll discover your goals and values and plan for YOUR one wild and precious life.

Business ownership considerations Business exit / sale strategy Business succession planning Women Professionals Gen Y/Millennials (Born 1980-1995)
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")