Wealth One Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Wealth One Advisors provides financial planning and consulting services to individuals, high‑net‑worth households, and certain pension and profit‑sharing plans, with work that includes analyses for IRAs, retirement income, estate planning, and protection needs. The firm does not manage client assets or accept custody; client assets remain with custodians and statements are delivered by those custodians.
The adviser draws on prospectuses, rating services, company reports and EMMA for municipal issues and uses both fundamental and technical analysis when evaluating securities and funds. It typically helps clients establish long‑term target asset mixes with periodic rebalancing, while retaining the ability to recommend short‑term or hedging strategies and private or pooled investments when appropriate.
Distinctively for a firm in the investment‑manager category, Wealth One does not charge percentage‑of‑assets‑under‑management fees and instead provides written financial plans and hourly consulting as its advisory engagement model, an uncommon fee arrangement for firms in this group. The firm’s principal holds CFP and estate‑planning credentials, and associated persons also operate as registered representatives of LPL Financial and as insurance agents—an arrangement the brochure discloses may give rise to brokerage commissions or mutual‑fund trail compensation.
Client services
Financial planning
Expertise
General retirement planning
Social Security optimization
Medicare planning
General estate planning guidance
Long-term care insurance
Fee options
Base fee of $750 for a written financial plan; $250 for each additional financial planning module
Associated persons may receive brokerage or mutual fund trail commissions from sales as registered representatives of LPL Financial
$175 per hour for financial planning consultations
Minimum fee: Base fee of $750 for a written financial plan Fee-only: Financial planning consultations at $175 per hour; fees for written plans and consultations paid in advance or upon completion
Main office location
Wealth One Advisors
Fallbrook CA, United States
Number of offices
1
Most active in
Wealth One Advisors has reported serving >5 clients in these states in the last 12 months.
California
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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