Financial Advisors · profile

One Degree Advisors

Financial Advisors · San Diego, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
8880 Rio San Diego Dr # 1000, San Diego, CA 92108, USA · View on Google Maps Google Places
Phone
(619) 282-3288 Google Places
Website
www.onedegreeadvisors.com Google Places
Category
Financial Advisors
Directory ratings
  • Google5.0 (65)
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

Canonical Google Places Independent editorial Self-published Self-published social Press release / wire Aggregated
Fact Value Sources Citations
Fiduciary status Self-claimed 0 onedegreeadvisors.comSelf-published
How they're paid Self-claimed 2 financestrategists.comIndependent editorial mapquest.comAggregated onedegreeadvisors.comSelf-published wealthandfinance.digitalIndependent editorial
Service delivery model Self-claimed 0 onedegreeadvisors.comSelf-published

3 facts·5 sources·0 contested·3 not confirmed

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

No themed claims are currently recorded.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Main location
san diego, casmartadvisormatch.comAggregatedyelp.comAggregatedindyfin.comAggregatedmoney.usnews.comIndependent editorialmapquest.comAggregatedwealthandfinance.digitalIndependent editorialbloomberg.comIndependent editorialfinancestrategists.comIndependent editoriallinkedin.comSelf-published socialunbiased.comAggregated
Established in
2001linkedin.comSelf-published social
Years in practice
over 25 years · over 30 years · over a decade of experience · over two decadesonedegreeadvisors.comSelf-publishedonedegreeadvisors.comSelf-publishedonedegreeadvisors.comSelf-publishedonedegreeadvisors.comSelf-published
Registration
registered in the states of Arizona, California, Colorado, Idaho, Illinois, Tennessee, and Texas · registered or notice filed in California · Registered Investment Advisor (RIA) · registered investment advisory firmsmartadvisormatch.comAggregatedindyfin.comAggregatedwealthandfinance.digitalIndependent editorialfinancestrategists.comIndependent editorial
Professional certifications
CERTIFIED FINANCIAL PLANNER™, Certified Kingdom Advisor® · CFP, Certified Kingdom Advisor · CFP, CKA · CERTIFIED FINANCIAL PLANNER™, Certified Exit Planner, Certified Kingdom Advisor®onedegreeadvisors.comSelf-publishedonedegreeadvisors.comSelf-publishedonedegreeadvisors.comSelf-publishedonedegreeadvisors.comSelf-published
Services
financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars · financial planning, wealth management · financial planning, investment management, and multi-generational family legacy coaching · investment management, retirement planning, tax planningsmartadvisormatch.comAggregatedonedegreeadvisors.comSelf-publishedonedegreeadvisors.comSelf-publishedonedegreeadvisors.comSelf-published
Who they work with
families · retail investors, high net worth investors, and charitable organizations · financially blessed families, women in transition, and business owners · retirees, Christiansonedegreeadvisors.comSelf-publishedsmartadvisormatch.comAggregatedonedegreeadvisors.comSelf-publishedonedegreeadvisors.comSelf-published
How they invest
low-cost, diversified portfolios using ETFs and Mutual Funds · evidence-basedonedegreeadvisors.comSelf-publishedonedegreeadvisors.comSelf-published
How they're paid
fee-only · fee-basedonedegreeadvisors.comSelf-publishedmapquest.comAggregatedfinancestrategists.comIndependent editorialwealthandfinance.digitalIndependent editorial
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

We help families cut through the noise to make confident financial decisions.
onedegreeadvisors.com Self-published ·
Services offered include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars.
smartadvisormatch.com Aggregated ·
One Degree Advisors is a firm with its principal office and place of business in San Diego, CA.
indyfin.com Aggregated ·
Financial Planning · Portfolio Management for Individuals or Small Businesses
money.usnews.com Independent editorial ·
One Degree Advisors is a fee-only financial advisory firm based in San Diego, California
mapquest.com Aggregated ·
One Degree Advisors is a fee-based Registered Investment Advisor (RIA) located in San Diego, CA
wealthandfinance.digital Independent editorial ·
ONE Degree Advisors, Inc. provides investment management services.
bloomberg.com Independent editorial ·
Established in 2014, the firm has over six years of experience in providing professional financial services to clients.
financestrategists.com Independent editorial ·
06
Every source, every date

Where every fact comes from

We read 77 mentions across the web and boiled them down to 56 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 56 confirmed facts · 77 mentions read
Fact Value Source Source date How we checked
Category financial advisors money.usnews.comIndependent editorial Verified
Category financial advisory firm · 2 sources mapquest.comAggregatedunbiased.comAggregated Verified
Category Financial Services · 2 sources yelp.comAggregatedlinkedin.comSelf-published social Verified
Category investment management services bloomberg.comIndependent editorial Verified
Established in 2001 linkedin.comSelf-published social Verified
Fiduciary status fiduciary · 2 sources onedegreeadvisors.comSelf-publishedonedegreeadvisors.comSelf-published Verified
Founded by janice thompson crunchbase.comAggregated Verified
How they invest evidence-based onedegreeadvisors.comSelf-published Verified
How they invest low-cost, diversified portfolios using ETFs and Mutual Funds onedegreeadvisors.comSelf-published Verified
How they're paid fee-based wealthandfinance.digitalIndependent editorial Verified
How they're paid fee-only · 3 sources onedegreeadvisors.comSelf-publishedmapquest.comAggregatedfinancestrategists.comIndependent editorial Verified
Main location ca · 5 sources yelp.comAggregatedindyfin.comAggregatedmoney.usnews.comIndependent editorialmapquest.comAggregatedlinkedin.comSelf-published social Verified
Main location san diego, ca · 10 sources smartadvisormatch.comAggregatedyelp.comAggregatedindyfin.comAggregatedmoney.usnews.comIndependent editorialmapquest.comAggregatedwealthandfinance.digitalIndependent editorialbloomberg.comIndependent editorialfinancestrategists.comIndependent editoriallinkedin.comSelf-published socialunbiased.comAggregated Verified
Main location us · 2 sources mapquest.comAggregatedlinkedin.comSelf-published social From page metadata
Professional certifications CERTIFIED FINANCIAL PLANNER™, Certified Exit Planner, Certified Kingdom Advisor® onedegreeadvisors.comSelf-published Verified
Professional certifications CERTIFIED FINANCIAL PLANNER™, Certified Kingdom Advisor® onedegreeadvisors.comSelf-published Verified
Professional certifications CFP · 3 sources onedegreeadvisors.comSelf-publishedonedegreeadvisors.comSelf-publishedwealthandfinance.digitalIndependent editorial Verified
Professional certifications CFP, Certified Kingdom Advisor onedegreeadvisors.comSelf-published Verified
Professional certifications CFP, CKA onedegreeadvisors.comSelf-published Verified
Professional certifications Enrolled Agent, NTPI Fellow yelp.comAggregated Verified
Registration registered in the states of Arizona, California, Colorado, Idaho, Illinois, Tennessee, and Texas smartadvisormatch.comAggregated Verified
Registration Registered Investment Advisor (RIA) wealthandfinance.digitalIndependent editorial Verified
Registration registered investment advisory firm financestrategists.comIndependent editorial Verified
Registration registered or notice filed in California indyfin.comAggregated Verified
Service delivery model hybrid onedegreeadvisors.comSelf-published Verified
Services bookkeeping services, accounting services yelp.comAggregated Verified
Services complete financial planning, asset analysis, retirement consulting, and investment management services crunchbase.comAggregated Verified
Services comprehensive retirement strategy onedegreeadvisors.comSelf-published Verified
Services comprehensive wealth management onedegreeadvisors.comSelf-published Verified
Services financial planning unbiased.comAggregated Verified
Services financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars smartadvisormatch.comAggregated Verified
Services Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops indyfin.comAggregated Verified
Services financial planning, investment management, and multi-generational family legacy coaching onedegreeadvisors.comSelf-published Verified
Services Financial Planning, Investment Management, Family Legacy Planning wealthandfinance.digitalIndependent editorial Verified
Services financial planning, portfolio management for individuals and small businesses, and the selection of other advisors financestrategists.comIndependent editorial Verified
Services Financial Planning, Portfolio Management for Individuals or Small Businesses money.usnews.comIndependent editorial Verified
Services financial planning, portfolio management, consulting, and stewardship advising services bloomberg.comIndependent editorial Verified
Services financial planning, wealth management onedegreeadvisors.comSelf-published Verified
Services investment management, retirement planning, tax planning onedegreeadvisors.comSelf-published Corrected
Services personalized financial planning mapquest.comAggregated Verified
Services retirement planning onedegreeadvisors.comSelf-published Verified
Services tax planning, retirement income planning, estate planning, and family legacy onedegreeadvisors.comSelf-published Corrected
Services Wealth Management, Financial Planning, Financial Services, Insurance, Retirement Planning, Tax Planning, Portfolio Management, Estate Planning, Charitable Gift Planning, College Education Planning linkedin.comSelf-published social Verified
Who they work with diligent savers, business owners, and retirees with at least $1 million in investable assets onedegreeadvisors.comSelf-published Verified
Who they work with families onedegreeadvisors.comSelf-published Verified
Who they work with financially blessed families, women in transition, and business owners onedegreeadvisors.comSelf-published Verified
Who they work with High Net Worth Individuals linkedin.comSelf-published social Verified
Who they work with individuals and families onedegreeadvisors.comSelf-published Verified
Who they work with individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations financestrategists.comIndependent editorial Verified
Who they work with retail investors, high net worth investors, and charitable organizations smartadvisormatch.comAggregated Verified
Who they work with retirees, Christians onedegreeadvisors.comSelf-published Verified
Years in practice over 25 years onedegreeadvisors.comSelf-published Verified
Years in practice over 30 years onedegreeadvisors.comSelf-published Verified
Years in practice over a decade of experience onedegreeadvisors.comSelf-published Verified
Years in practice over six years of experience financestrategists.comIndependent editorial Verified
Years in practice over two decades onedegreeadvisors.comSelf-published Verified

How we checked — what each label means·Verified matched its source·Corrected tidied up wording·From page metadata read from the site's code

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

Self-asserted

5 · from the firm's own materials · unverified
CFP® certification CERTIFIED FINANCIAL PLANNER™, Certified Exit Planner, Certified Kingdom Advisor®
Self-asserted · unverified
Source: onedegreeadvisors.com

For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Fiduciary statusSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
  • — How they're paidSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
09

How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
4
Data refreshed
Compiled
Mentions → facts
77 → 56
Aggregated Self-published Independent editorial

Sources consulted

Profile · one-degree-advisors-525eb6e5554a4c43bbdbc4dc6f925b52 Category · Financial Advisors Published by Authoria