ONE SOURCE ADVISORY SERVICES, LLC

Overview

One Source Advisory Services, LLC is an independent registered investment adviser focused on fee-based planning and portfolio management for individuals, families and small businesses. The firm blends discretionary portfolio management with non-discretionary advisory relationships and offers financial planning and other advisory services alongside third-party product distribution. Its stated business activity includes acting as an other financial product salesperson, which aligns with a mixed fee model that combines percentage-of-AUM billing with hourly and fixed-fee engagements. Investment activity centers on equity exposure, with a clear preference for exchange-traded instruments as the primary allocation vehicle. The firm does not identify as an active ESG investor and is set up to serve a mix of individual & family and institutional clients. Custody and trade execution are routed primarily through an independent custodian relationship, supporting a brokerage-advised implementation for many accounts.

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Location & Offices