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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- AtlasSummit eagle
- Established Date
- 01-02-2024
- Office Locations
- 1
Office Locations
About Onelegacy Advisors, LLC
OneLegacy Advisors, LLC is a Green Bay, WI registered investment adviser providing wealth management, portfolio management, and client-centered financial planning across life stages. The firm supports retirement and estate planning, IRA/401(k) rollovers and Roth conversions, and integrates insurance solutions such as annuities, life insurance, and long-term care, plus Medicare assistance and Medicaid planning. Led by veteran owner and Certified Medicaid Planner Jasen Benton; portfolios include ETFs and mutual funds.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JASEN MILES BENTON
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #2195199
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,738,367,086 | 54.0% |
| Public Funds | $4,036,386,777 | 46.0% |
| Total | $8,774,753,863 | 100.0% |