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- Custodian
- Charles Schwab & Company · Pershing · Vanguard
- Clients
- Retail
- Platforms
- Horizon eagleWave +more
- Established Date
- 02-14-2024
- Office Locations
- 1
Office Locations
About ONE Wealth Planning LLC
One Wealth Planning is an independent, fiduciary RIA based in Waxahachie, TX, serving clients nationwide. The firm delivers comprehensive, education-first wealth planning and investment management, with support for tax planning, estate planning, insurance, and portfolio construction. Its client base includes professionals at major Texas healthcare systems, and portfolios are implemented primarily with ETFs (custody includes Charles Schwab).
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Owner & Executives
TANNER RAY FEDELL
Chief Compliance Officer, Independent Financial Advisor
- CRD
- #6046315
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,393,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,393,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,393,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $407,031,194 | 44.3% |
| Cash | $511,775,114 | 55.7% |
| Total | $918,806,308 | 100.0% |