One Life Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 2, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$400

“Standalone Financial Planning Financial planning offered on a standalone basis carries a one-time initiation fee of $400, payable upon execution of the financial planning agreement, plus an annual fee ranging from $3,600 to $15,000, billed monthly in arrears.”

Monthly fee

$100⁠-⁠$500/mo

“Ongoing Subscription Financial Planning 5 The negotiated fixed rate for ongoing subscription financial planning is between $100 and $500 per month.”

Annual fee

$3,600⁠-⁠$15,000/yr

“Standalone Financial Planning Financial planning offered on a standalone basis carries a one-time initiation fee of $400, payable upon execution of the financial planning agreement, plus an annual fee ranging from $3,600 to $15,000, billed monthly in arrears.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How One Life Advisory bills

Payment and refund terms, quoted from the fee section of the brochure.

• “As a result, some clients may pay more or less Clients may terminate the agreement without penalty for a full refund of OLA's fees within five business days of signing the Investment Advisory Contract.”
• “Fees for terminated accounts will be prorated based on the number of days that advisory services were provided during the applicable billing period.”
• “Any outstanding fees will remain due and payable, as applicable.”

How One Life Advisory’s fees compare

• Its flat or project fee of $400 is below the Texas median of $3,850. 2% of the 401 other Texas planners that publish a flat or project fee charge less.
• Its annual fee of $3,600-$15,000 spans the Texas median of $6,000. 73% of the 106 other Texas planners that publish an annual fee charge less.

About One Life Advisory

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.8% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338319

Phone

(325) 726-1770

Can advise clients in 2 states: Colorado, Texas

Other planners in Texas that publish fees

• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000
• 83 FinancialParker$250/hr, $250⁠-⁠$10,000

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