ONE DEGREE ADVISORS, INC.

Adviser information for ONE DEGREE ADVISORS, INC. last updated from Form ADV on February 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	7
Investment Advisory/Research	7
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	6
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,096	$306.5M
Non-Discretionary	0	$0
Total	1,096	$306.5M

Clients

Type	Number	RAUM
Individuals	339	$100.0M
HNW Individuals	112	$192.9M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	1	$5.8M
Charitable organizations	5	$7.9M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	1
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation	% of AUMFIXED AND HOURLY FEES FOR FINANCIAL PLANING
Other Business Activities	Insurance broker or agent

Identifiers

SEC RIA File Number	801-79351
SEC ERA File Number	801-79351
SEC CIK Numbers	None
SEC CRD Numbers	170392
Legal Entity Identifier	None

Principal Office

8880 RIO SAN DIEGO DRIVE
SUITE 1000
SAN DIEGO
CA
United States

Monday - Friday, 8:30AM-5PM

Tel: 619-282-3288, Fax: 619-280-9553

Websites

www.youtube.com/channel/ucpzfdds3y8qh0pluc3_b9hw www.facebook.com/principledprosperity7/ www.linkedin.com/in/audrey-coleman-cfp%c2%ae-36983a4/ www.linkedin.com/company/one-degree-advisors-inc www.linkedin.com/in/janice-thompson-cfp%c2%ae-57010937/ medium.com/janicethompson twitter.com/alexokugawa www.linkedin.com/in/alexokugawa/ medium.com/@alexokugawa www.onedegreeadvisors.com www.facebook.com/onedegreeadvisors/ twitter.com/onedegreetweets?lang=en medium.com/onedegreetweets twitter.com/onedegreejanice twitter.com/mattycalc www.linkedin.com/in/calcagno-planner/ mattcalcagno.com/ medium.com/onedegreesaffer www.linkedin.com/in/anthonysaffer/ twitter.com/onedegreesaffer?lang=en twitter.com/onedegreetweets www.linkedin.com/company/one-degree-advisors-inc medium.com/@onedegreetweets www.youtube.com/channel/ucvufylhogutabosedkffeag medium.com/@onedegreesaffer medium.com/@janicethompson medium.com/@alexokugawa twitter.com/mattycalc www.linkedin.com/in/calcagno-planner/ mattcalcagno.com/

Chief Compliance Officer

JANICE THOMPSON

FOUNDER/FAMILY LEGACY DIRECTOR

8880 RIO SAN DIEGO DRIVE

SUITE 1000

SAN DIEGO

United States

Tel: 619-282-3288

Fax: 619-280-9553

J*****@********************M

(Full email address available in API data)

Regulatory Contact

ANTHONY SAFFER

CEO