One Degree Advisors, Inc.

RIASEC RegisteredEst. 2014
Total AUM
$489M
Discretionary
$489M
100% of AUM
Avg account
$382K
Accounts
1,279
Employees
6
Advisory reps
8

Firm details

Headquarters
San Diego, California
CRD number
170392
Registered since
March 18, 2014
Website
onedegreeadvisors.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI71.47%
  • Individuals26.72%
  • Charitable Organizations1.8%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

One Degree Advisors, Inc. is an independent registered investment adviser set up as a corporation and SEC-registered in 2014. The firm is owned by an individual and operates as a capital allocator, serving both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and educational seminars. The firm also operates as an insurance broker and charges fees based on a percentage of assets under management. One Degree is not characterized as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 69%, Public Funds/Mutual Funds 26%, Cash & Cash Equivalents 4%69%
  • Exchange Traded Equities69%
  • Public Funds/Mutual Funds26%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • Anthony Saffer

    Anthony Saffer

    CEO & Financial AdvisorCRD 3259751

Contacts

3 of 7
  • Philip Reuer

    Philip Reuer

    Financial AdvisorCRD 8045419

  • Karl Kohne

    CRD 8267351

  • Jeff Luebe

    Jeff Luebe

    Client Services ManagerCRD 3241444

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 57

Active vs passive

$425M in ETFs

Passive

36%

$152M

Active

54%

$273M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$87.6M1,977,62920.59%
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Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, in the West of the United States.

Region
West
County
San Diego
Address
8880 Rio San Diego Dr
Time zone
PT (UTC-8)
Office locations

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