One Financial Design, LLC

Overview

One Financial Design, LLC operates as a small, independent registered investment adviser that focuses on serving individual and family clients. The firm acts as a capital allocator and combines financial planning with discretionary portfolio management and adviser selection. Its advisory model supports fee arrangements by percentage of assets under management, hourly billing and fixed-fee engagements, which allows flexibility for planning and ongoing investment relationships. Investment preferences skew toward publicly traded equities—both individual stocks and exchange-traded vehicles—and the firm identifies as an active ESG investor, suggesting environmental, social and governance criteria are incorporated into security selection or manager choices. One Financial Design also runs educational seminars and workshops as part of its client service mix, and it provides selection-of-other-advisers services when clients need access to specialists beyond the firm’s direct capabilities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices