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ONE DEGREE ADVISORS, INC.

SAN DIEGO, CA · CRD 170392 · IAPD ↗ · 619-282-3288

$489.0MRegulatory AUM
6Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — ONE DEGREE ADVISORS, INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2026 — ONE DEGREE ADVISORS, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — ONE DEGREE ADVISORS, INC. reported RAUM up 43% ($341.6M -> $489.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2025 — ONE DEGREE ADVISORS, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
November 2024 — ONE DEGREE ADVISORS, INC. notice-filed in ID, IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2024 — ONE DEGREE ADVISORS, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.