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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-18-2014
- Office Locations
- 1
Office Locations
About ONE Degree Advisors, Inc.
One Degree Advisors is a fee-only wealth manager providing ongoing, comprehensive planning and investment management for individuals and families seeking to delegate day-to-day decisions, navigate life transitions, and align finances with biblical principles. Portfolios emphasize evidence-based, globally diversified, factor-based and tax-efficient implementation. The firm follows a structured “Compass System” process and custodies assets at Charles Schwab.
Team overview
Insights
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANTHONY LAWRENCE SAFFER
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #3259751
- Ownership
- 25% but less than 50%
JANICE ADELE THOMPSON
Advisor, Financial Advisor, FOUNDER
- CRD
- #3034523
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Matthew Steven Calcagno
Financial Advisor
- CRD
- #7138915
Philip John Reuer
Financial Advisor
- CRD
- #8045419
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $489,021,251 | $382,347 |
| Non-Discretionary | $0 | -- |
| Total | $489,021,251 | $382,347 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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