ADVISOR ONE, LLC

Overview

Advisor One, LLC is a small, individually owned advisory firm focused on discretionary portfolio management for individuals and small businesses and on selecting third‑party advisers when appropriate. The firm reports a clear preference for equity‑centric strategies, using exchange‑traded equities as the primary vehicle for client portfolios and layering in mutual funds where needed. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees, indicating they work with a mix of ongoing wealth management relationships and project-based or advisory engagements. The firm’s regulatory snapshot classifies it as an unclassified limited liability company. It is not positioned as an ESG investor, does not operate as a multi‑state adviser for reporting purposes, and is not a pension consultant or a related adviser. Business connections noted in filings include relationships with an accountant and an insurance company, which suggests coordination for tax, risk‑management and insurance placement needs in client engagements.

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Public Holdings

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Location & Offices