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Why Choose OneWealth?

 Completely Independent

We don't sell products.  We don't take commissions.  No hidden fees.  We don't like surprises either.

Personalized Planning and Advice

We know you're unique.  When we find a cookie-cutter client, we'll start giving cookie-cutter advice.

We Know Trust Matters

Our fiduciary standard obligates us to put your interests above our own.  Your interests come before ours.

Wealth Management

Wealth Management

We offer comprehensive Wealth Management that includes investment management and holistic financial planning for one simple quarterly advisory fee. Personalized portfolios typically utilize ETFs and mutual funds, but may also include individual stocks, private notes, CDs, individual bonds, interval funds, 1031 solutions, structured notes, and/or options.

OWIM Investment Management Fee Schedule

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Financial Planning

Financial Planning

Choose either a one-time plan fee or an annual subscription for ongoing advice. Your plan will calculate the means of achieving your goals based on your current financial situation and your future plans for saving and investment. Plans include a net worth statement, summary of current assets and liabilities, analysis of retirement goals, insurance needs analysis, estate planning options, estate-tax estimates, a social security optimization analysis, future tax projections, Roth conversion planning, statistical probability simulations, stress test scenario analyses, and debt repayment strategies.  See fee scheudle below for scope of each service package. 

2021 OWIM INVESTMENT MANAGEMENT SERVICES FEE SCHEDULE

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Estate Planning Coordination

Estate Planning Coordination

For our Financial Planning and Wealth Management clients only, we have developed a relationship where our office can coordinate information to help provide you with an estate plan (including a revocable trust, will, financial power of attorney, medical power of attorney, and other documents) in a time-efficient and cost-effective manner.  Your estate plan is then prepared and reviewed in less than a week by leading industry professionals (estate planners/attorneys) to give you a professional estate plan.

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Small Business Retirement Plans

Small Business Retirement Plans

We don't simply help you choose a plan and then disappear. We actually service the plan you choose. We consult on plan design, plan amendments, help select qualified recordkeepers and TPAs. We act as investment managers by analyzing, selecting, implementing a fund lineup. We coordinate quarterly investment committee meetings with plan trustees, we meet with plan participants at their convenience, and cut down on your administrative workload by tracking participant eligibility, deposits, in-service loans. All plan participants are provided online and mobile-friendly access to plan information and documents.

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