Oneadvocate Financial LLC

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Client assets under management

Clients

Advisors

of 2 employees

Firm type

No Active Advisors

Clients per advisor

—

Average account size

—

About

OneAdvocate Financial LLC is a state-registered investment adviser that offers investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and company-sponsored retirement plans. In addition to managed accounts, the firm provides retirement plan consulting services such as plan design, investment lineup selection and monitoring, administration support, education, co‑fiduciary assistance, and benchmarking.

The firm delivers both discretionary and non-discretionary managed-account services and tailors recommendations to client objectives, time horizon, and risk tolerance using tools such as asset allocation, dollar‑cost averaging, technical analysis, and a mix of short‑ and long‑term strategies. It recommends using an independent custodian (Charles Schwab), charges fees based on assets under management rather than performance fees, and performs quarterly account reviews and ongoing due diligence on investment options.

Notable distinctions include a specific emphasis on retirement plan (pension) consulting — a service that is relatively uncommon for firms in this category — and affiliations with insurance and benefits-related businesses; some representatives are licensed insurance agents and the firm discloses the potential for commissionable product sales. The brochure also indicates the firm is newly formed, currently reports no assets under management, and operates with a very small advisory staff, factors that may affect its capacity and service model compared with larger peers.

Client services

Portfolio management Pension consulting

Fee options

Fixed

One-time implementation fee of $200 per employee (retirement plan consulting)

Percentage

N/A+: 0.50% annually (Non-Discretionary Strategy - Retail Asset Management) N/A+: 0.90% annually (Discretionary Strategy - Retail Asset Management) N/A+: 0.35% annually (Non-Discretionary Strategy - Retirement Plan Consulting) N/A+: 0.75% annually (Discretionary Strategy - Retirement Plan Consulting)

Other

Fee-only: $40 monthly planning fee billed monthly in arrears (retail clients); $40 per employee per month billed monthly in arrears (retirement plan clients)

Main office location

Oneadvocate Financial LLC

Indianapolis IN, United States

Number of offices

Most active in

Indiana

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 866-734-9688 X1

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