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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 15, 2025 and September 10, 2026, reported AUM increased 43.2%, from $341.6M to $489.0M.
Across 5 reported observations, AUM increased 66.9% between December 15, 2022 and September 10, 2026, from $293.1M to $489.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 466 clients, or 77.7 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on September 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full ONE Degree Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 3 owners & executives
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Matthew Steven Calcagno
Financial Advisor
- CRD
- #7138915
Karl Heinz Kohne
--
- CRD
- #8267351
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
SMA allocation detail is available
ONE Degree Advisors, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
ONE Degree Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.