One Degree Advisors, Inc. is a large advisory firm based in San Diego. It manages $169.7 million of regulatory assets for 693 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, California, and Texas.
One Degree Advisors provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of One Degree Advisors, Inc. is $169.7 million. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay One Degree Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of One Degree Advisors is high net worth individuals with 106 clients and $110.37 million of assets under management. Among the 11 most similar advisory firms, One Degree Advisors has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $169.7 million for 309 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
One Degree Advisors doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Anthony Lawrence Saffer joined the executive team most recently as the Vice President/Secretary.
The principal office where One Degree Advisors, Inc. performs its advisory services is located at 8880 Rio San Diego Drive, San Diego, CA 92108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 619-282-3288 or by fax 619-280-9553. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at onedegreeadvisors.com.