ONEMONEY

Overview

Onemoney operates as a sole proprietorship advising individuals and small businesses on financial planning and portfolio management. The firm reports a strong equity tilt: exchange-traded equities are the dominant allocation and account for the bulk of the firm’s invested assets. Services are delivered on a non-discretionary basis, which means the adviser provides recommendations and strategies but does not generally execute trades without client approval. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements, consistent with a combined planning-and-advice model. The firm supplements core equity exposures with mutual funds and third‑party alternative managers. Alternatives identified on the filing include hedge funds, private placements and real estate, indicating Onemoney uses external managers to access less liquid, return-enhancing or income-producing strategies alongside its public market holdings. Onemoney does not identify as an active ESG investor and is organized under individual ownership; it also lists industry relationships with an accountant and a real estate broker.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices