One Wealth Investors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Alternatively, the Adviser may agree to render financial planning services at an hourly rate of $250 per hour, payable monthly in arrears.”

Annual fee

$10,000⁠-⁠$100,000/yr

“As a general guideline, such fees can range from $10,000 to $100,000 per annum.”

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

How One Wealth Investors bills

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

• “Fees and how they are charged may be negotiable based on factors such as the client’s financial situation and circumstances, the amount of assets under management, and the overall complexity of the services provided.”
• “Therefore, the corresponding fee payable by the client to us will be increased because we include the margin balance in the client’s overall management fee calculation.”
• “Initial fees are prorated based on the number of days that the Client’s account(s) was open during the applicable billing period.”

How One Wealth Investors’ fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 10 other planners in Boca Raton that publish an hourly rate charge less.
• Its annual fee of $10,000-$100,000 is above the Florida median of $4,800. 98% of the 97 other Florida planners that publish an annual fee charge less.
• 2 of the 2 other planners in Boca Raton that publish an annual fee charge less.

About One Wealth Investors

• Firm size: 5 employees.
• Founded: 2017 (9 years).

Planning areas mentioned in the brochure

• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Minimum

$100,000 in assets (stated in brochure)

Clients

112

Employees

5

Works with

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

Services reported to regulators

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

Assets managed

$193,499,450

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

288030

Website

onewealthinvestors.com (opens in new tab)

Phone

(561) 289-8105

Other planners in Boca Raton that publish fees

• Advise FinancialBoca Raton$300⁠-⁠$1,000/hr, $399/mo
• Align Equity GroupBoca Raton$300⁠-⁠$500/hr
• Amplify My WealthBoca Raton$250/hr, $250⁠-⁠$2,500
• CS Advisors Inc.Boca Raton$275⁠-⁠$500/hr
• Fiduciary Family Office, LLCBoca Raton$350⁠-⁠$600/hr, $30,000⁠-⁠$250,000
• Financial Connection, IncBoca Raton$250/qtr

Compare all 33 planners in Boca Raton