Origin Wealth Advisers

Origin Wealth Advisers serves individual and high-net-worth clients, as well as small businesses, trusts, retirement accounts and other entities, providing comprehensive financial planning and discretionary portfolio management alongside implementation support. The firm emphasizes ongoing client contact and incorporates employer equity compensation and small-business financial planning into its advice.

Investment programs are built from a tailored investment policy and strategic asset allocation, typically implemented with ETFs, index and actively managed mutual funds, liquid alternatives and fixed income held to maturity, with periodic rebalancing and quarterly reporting. The firm describes a disciplined selection process for managers and ETFs that includes analysis of tracking error, expense ratios and commodity roll yields, and it allows limited exposure to bitcoin via ETFs where suitable.

Compared with peers, Origin uses a net-worth–based advisory fee model that applies to a client’s total assets rather than charging solely on assets held at the custodian, and it generally serves a small client base (two advisers managing roughly $80 million for under 50 clients), implying a relatively high advisory coverage per client. The firm is fee-only, operates under a fiduciary standard, emphasizes life-planning skills through Registered Life Planner training and a CFA credential on the advisory team, and discloses manager-concentration risk because portfolio management is led by a single principal.