ONE BRICK PLANNING & CONSULTING, LLC

Overview

One Brick Planning & Consulting, LLC is an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm positions itself as a capital allocator: it directly manages client portfolios while also selecting and overseeing third-party advisers and managers when appropriate. Its service set includes comprehensive financial planning, discretionary portfolio management for smaller household and business clients, and adviser selection—an approach that allows One Brick to blend in-house advice with external manager expertise. The firm favors pooled public investment vehicles—principally mutual funds and other public funds—rather than concentrated single-stock strategies. One Brick charges fees on a mix of percentage-of-AUM, hourly, and fixed-fee arrangements, which supports both ongoing investment management relationships and project-based planning. The firm lists an industry affiliation with accountants, which suggests coordinated tax and financial planning work with outside accounting professionals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices