Adviser Profile

As of Date 04/27/2026
Registration SEC, Approved, 05/07/2026
Other registrations (6)
Former registrations

ONE LIFE FINANCIAL GROUP, INC.

Contact Info 763 xxxxxxx
Websites
AUM* 117,982,819
of that, discretionary 117,982,819
Number of Employees 6
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 200,651
% High Net Worth 32.00%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

118M 101M 84M 67M 51M 34M 17M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees