CRD: 277047
ONE Brick Planning & Consulting, LLC
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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-07-2015
- Office Locations
- 2
Office Locations
About ONE Brick Planning & Consulting, LLC
One Brick Planning & Consulting is a Colorado-based RIA providing holistic financial planning and wealth management for individuals and business owners, including tax, estate, insurance, and succession planning. Portfolios are built primarily with public funds and custody is through Fidelity/NFS. Founder Aaron Connell brings experience from Fidelity Investments, Harris Associates equity research, and DOL retirement-plan auditing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
AARON JOHN CONNELL
Chief Compliance Officer, President
- CRD
- #6221930
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Tina Denise Watson
CFP, CPA, Senior Partner
- CRD
- #6687742
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,649,524 | -- |
| Non-Discretionary | $1,889,529 | -- |
| Total | $30,539,053 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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