One Degree Advisors, Inc.
- Regulatory AUM
- $489M
- Discretionary
- $489M
- Clients
- 466
- Avg AUM / client
- $1.0M
- Accounts
- 1,279
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 08, 2026
Who they serve
| Client type | Clients | AUM | % 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| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| 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)
| Plan | Sponsor | Participants | Plan assets | As 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)
| Form | Period | Size | |
|---|---|---|---|
| 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
- Charles Schwab & Co. $283M (58% of AUM) May 2026
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) ↗