AUMdb

One Degree Advisors, Inc.

SEC-registered Insurance-Affiliated · Small ($100M–$1B) CRD 170392 · SEC file 801-79351 · San Diego, CA · www.tiktok.com
☆ Save with Pro ADV data as of May 08, 2026
Regulatory AUM
$489M
Discretionary
$489M
Clients
466
Avg AUM / client
$1.0M
Accounts
1,279
Employees
6

AUM over time

$0 $489M
Mar 6, 2014 May 8, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of May 08, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 311 $131M 26.7%
High net worth individuals 150 $350M 71.5%
Charitable organizations 5 $8.8M 1.8%

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
Imeg Corp. Employee Stock Ownership Plan Imeg Consultants Corp. 2024

People (7)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Janice Adele Thompson Founder/Financial Advisor CFP Apr 2014 (12y) 25% – 50%
Anthony Lawrence Saffer Ceo CFP Jun 2022 (4y) 25% – 50%
Alexander Edward Okugawa Secretary CFP Jan 2023 (4y) 10% – 25%
Luebe, Jeff, J Client Service Manager Jan 2023 (4y) Less than 5%
Philip John Reuer Registered representative CFP Feb 2025 (1y)
Matthew Steven Calcagno Registered representative CFP May 2025 (1y)
James Joseph Thomason Registered representative CFP Jul 2025 (1y)

Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Retirement plans served (1)

PlanSponsorParticipantsPlan assetsAs of
Imeg Corp. Employee Stock Ownership Plan Imeg Consultants Corp. 2,432 $318M 01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/08/2026 913 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 08, 2026.

View current Form ADV (SEC/IAPD) ↗