One Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$50,000

“Clients may choose to engage the Advisor separately for a fixed fee engagement ranging from $1,000 to $50,000.”

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

How One Wealth Advisors, LLC bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the agreement.”
• “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees are negotiable at the sole discretion of the Advisor.”

How One Wealth Advisors, LLC’s fees compare

• Its flat or project fee of $1,000-$50,000 spans the California median of $5,000. 93% of the 796 other California planners that publish a flat or project fee charge less.
• 33 of the 35 other planners in San Francisco that publish a flat or project fee charge less.

About One Wealth Advisors, LLC

• Firm size: 13 employees.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2014 (12 years).

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

1.5% a year

Clients

406

Employees

13

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$1,252,463,357

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

170910

Website

onewealth.net (opens in new tab)

Phone

(415) 729-1770

Can advise clients in 15 states: California, Colorado, Florida, Louisiana, Massachusetts, North Carolina, New Hampshire, New Jersey, Nevada, New York, Oregon, Pennsylvania, Texas, Washington, Wisconsin

Other planners in San Francisco that publish fees

• Amoretti Capital ManagementSan Francisco$450/hr
• Applied AdvisorSan Francisco$285/hr, $285
• Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
• Berkeley Investment AdvisorsSan Francisco$6,000/yr
• BPM Wealth Advisors, LLCSan Francisco$250⁠-⁠$50,000
• Bridgelane FinancialSan Francisco$500/hr, $5,000⁠-⁠$20,000

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