Onesta Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,727,837
Total clients
33
6% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
33
Average account size
$537,207
About
Onesta Wealth Management is a fee-based independent advisory firm that provides personalized financial planning and asset management to individuals as well as pension and profit‑sharing plans, trusts, estates and charitable organizations; as of March 17, 2026 it reported approximately $17.7 million in discretionary assets across 33 client relationships. Services include discretionary and non‑discretionary portfolio management, written financial plans delivered within 30 days, and public seminars and workshops.
The firm documents client goals in investment policy statements and uses fundamental, technical and cyclical analysis to construct and monitor portfolios, with quarterly reviews and event‑driven updates. It may rely on an external signal provider for model buy/sell signals and offers clients the choice of discretionary trading authority or retaining prior‑approval for transactions.
Noteworthy features disclosed in the brochure include the managing member’s affiliated insurance agency (the managing member spends a majority of his time in that insurance business and may offer insurance products to clients, with conflicts disclosed and mitigations noted) and the firm’s regular, no‑charge educational seminars—both of which are uncommon among independent peers. The managing member also provides separate career and personal coaching, and the firm operates as a solo practitioner with no account minimum, producing an unusual combination of advisory, insurance access, and coaching services.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Income planning
Cash flow / budgeting
Occupation focus
Retired
Fee options
Fixed fees between $350 and $15,500 based on complexity and client needs for financial planning
$0 - $500,000: 2.00% $500,000.01 - $1,000,000: 1.50% Above $1,000,000+: Negotiable
Insurance products commissions received by managing member separately
Negotiable hourly fee of $350 per hour for financial planning services
Fee-only: Financial planning hourly fee $350 per hour; fixed fees between $350 and $15,500 based on complexity
Main office location
Onesta Wealth Management, LLC
Sacramento CA, United States
Number of offices
1
Most active in
Onesta Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · 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:
-
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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