ONESOURCE Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,269,026
Total clients
12
8% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
6
Average account size
$272,419
About
OneSource Wealth Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and employer retirement plans. As of December 31, 2025 the firm reported about $3.27 million in discretionary assets under management and operates with two advisory professionals serving a small client base.
The firm typically implements discretionary portfolio management using fundamental, technical and charting analysis, and may engage sub‑advisors or third‑party money managers to execute model strategies while retaining overall client relationships and ongoing monitoring. Financial plans are delivered on a defined timetable (generally within 60 days with timely documentation), and the firm operates an investment committee in coordination with an affiliated advisor to review market trends and strategy.
Noteworthy features include a regular program of public seminars and workshops (generally fee‑based in the $0–$149 range) and material principal involvement in licensed insurance activities; firm principals devote substantial portions of their time to selling insurance and receive commissions, a relationship the firm discloses and addresses as a potential conflict of interest. The firm also maintains multiple referral and sub‑advisor arrangements and discloses receipt of referral fees when clients are placed with third‑party managers.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees up to $1,500
$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.70% annually $500,001 - $1,000,000: 1.60% annually $1,000,001 - $5,000,000: 1.50% annually $5,000,001+: 1.20% annually
Insurance products commissions paid to representatives (typical separate compensation)
Financial planning services hourly fee $150/hour
Fee-only: Financial planning hourly fee $150/hour; fixed fee up to $1,500
Main office location
ONESOURCE Wealth Advisors
601 21 St Street, Suite 300
Vero Beach FL 32960, United States
Number of offices
2
Most active in
Florida · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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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
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