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Home > Retirement Planners > connecticut > greenwich > ONE DEGREE ADVISORS, INC.
ONE DEGREE ADVISORS, INC.
8880 Rio San Diego Drive
Suite 1000
San Diego, California 92108
Tel: 619-282-3288
About ONE DEGREE ADVISORS, INC.
ONE DEGREE ADVISORS, INC, formally registered with the SEC as ONE DEGREE ADVISORS, INC. The firm was established in 03/18/2014. They have over 1 offices throughout the country.
ONE DEGREE ADVISORS, INC. is a San Diego, California based Financial Planning firm with nearly $306,535,127 assets under management, offering retirement planning & investment advisory services to 1096 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170392 |
| SEC# | 801-79351 |
| Assets Managed by Firm | $306,535,127 |
| No. of Clients | 1096 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Other (FIXED AND HOURLY FEES FOR FINANCIAL PLANING)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1096 | $306,535,127 |
| Individuals (other than high net worth individuals) | 339 | $99,985,472 |
| High net worth individuals | 112 | $192,882,454 |
| Pension and profit sharing plans | 1 | $5,787,395 |
| Charitable organizations | 5 | $7,879,806 |
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