OneFirm Consulting, LLC

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Client assets under management

$5,592,185

Clients

0% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$621,354

About

OneFirm Consulting provides fee-based investment advisory and portfolio management services to individual clients, including high‑net‑worth households, with an emphasis on long‑term growth, retirement planning and legacy objectives. The firm works with a small client base and offers financial planning and related investment advice alongside portfolio management delivered through third‑party managers.

The firm operates primarily on a non‑discretionary, co‑advisory model: it establishes clients’ objectives, risk tolerances and asset allocation but delegates day‑to‑day trading and execution to third‑party portfolio managers via a wrap‑fee arrangement on an institutional platform. Clients begin with a discovery meeting to set parameters, and the firm monitors manager performance and makes recommendations as needed rather than exercising direct trading discretion.

Distinctive aspects disclosed in the brochure include an affiliation with a law practice and that several investment adviser representatives are licensed attorneys, with the managing attorney devoting a significant portion of time to legal services; the firm acknowledges that referrals between its advisory and legal businesses can create potential conflicts of interest. The brochure also highlights other cross‑industry activities—such as advisers’ insurance licenses and commissionable insurance sales—and describes supervisory and disclosure practices intended to address those conflicts.

Client services

Portfolio management Selection of other advisers

Expertise

Wealth management

Fee options

Percentage

$0 - $250,000: 1.12% $250,001 - $500,000: 1.02% $500,001 - $1,000,000: 0.81% $1,000,001 - $3,000,000: 0.72% $3,000,001 - $5,000,000: 0.54% $5,000,001+: 0.40%

Other

Account minimum: $50,000 minimum (may be waived or reduced at firm's discretion)

Main office location

OneFirm Consulting, LLC

Altamonte Springs FL, United States

Number of offices

Most active in

Florida · South Dakota

Disclosures

Business activities & affiliations

Is active or affiliated with:

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Insurance agent

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

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.

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

(407) 645-1779

Advisors at this firm

Susan S

Series 65

Altamonte Springs, FL

OneFirm Consulting, LLC

Susan Schulman is a financial advisor at OneFirm Consulting, LLC with five years of industry experience. She holds a Series 65 designation and has been with OneFirm Consulting since 2019, following roles at Finastra and D&H. OneFirm Consulting provides fee-based investment advisory and portfolio management services to individual clients, including high-net-worth households, focusing on long-term growth, retirement planning, and legacy objectives. The firm operates mainly on a non-discretionary, co-advisory model, working with third-party portfolio managers to execute investment strategies.

Wealth management

Edward S

Series 66

Altamonte Springs, FL

OneFirm Consulting, LLC

Edward Soulsby is a financial advisor at OneFirm Consulting, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at OneFirm Consulting since 2018. Soulsby is also a partner and attorney at Trotter & Soulsby, P.A., where he provides legal services. OneFirm Consulting offers fee-based investment advisory and portfolio management services primarily to individual and high-net-worth clients, focusing on long-term growth, retirement planning, and legacy objectives. The firm employs a non-discretionary, co-advisory model, collaborating with third-party portfolio managers while monitoring performance and advising clients accordingly.

Wealth management

Kenneth W

Series 66

Altamonte Springs, FL

OneFirm Consulting, LLC

Kenneth Wheeler is a financial advisor at OneFirm Consulting, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at KMS Financial Services, Inc. and Royal Alliance Associates, Inc. In addition to his advisory role, he is the owner of a tax, estate planning, and transactional law practice. OneFirm Consulting provides fee-based investment advisory and portfolio management services primarily to individual and high-net-worth clients, focusing on long-term growth, retirement planning, and legacy objectives. The firm operates mainly on a non-discretionary, co-advisory model, combining financial planning with portfolio management delivered through third-party managers.

Wealth management

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