Advisor One, LLC

Overview

Advisor One, LLC is an independent, individually owned Registered Investment Adviser that provides portfolio management for individuals and small businesses and also performs selection of other advisers. The firm operates as a capital allocator, charging fees on a percentage of assets under management as well as offering hourly and fixed-fee engagements. It does not position itself as an ESG investor, and it does not identify as a multistate or pension consultant adviser. The firm lists industry connections with accounting and insurance firms, which likely supports tax, reporting, and risk-management coordination for its clients. Advisor One appears to focus on direct portfolio construction and manager selection rather than operating as a multi-family office or large institutional consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives