Onemoney fees and pricing

Financial planner in La Jolla, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 6, 2026, Onemoney charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees for Advisory Services Investment Management Services Investment advisory fees are paid monthly in advance, pursuant to the terms of the investment advisory agreement.”
“The investment advisory fees in the first month of service are prorated to the inception date of the account to the end of the first month.”
“Fees are negotiable at the sole discretion of the Advisor.”

Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
5 of the 7 other planners in La Jolla that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2011 (15 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $7,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 155391
Website: onemoneyfinancial.com (opens in new tab)
Phone: (858) 232-2524

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.