One Degree Advisors
Identity
- Name
- One Degree Advisors
- Formatted address
- 8880 Rio San Diego Dr # 1000, San Diego, CA 92108, USA
- Phone
- (619) 282-3288
- Website
- http://www.onedegreeadvisors.com/
- Primary category
- Consultant
- Hours
- Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
- Map reference
- https://maps.google.com/?cid=457822396674180997&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
| Attribute | Value | Sources | Latest source date | Freshness | Citations |
|---|---|---|---|---|---|
| fiduciary_status | not-established | 0 | fresh |
|
|
| compensation_model | fee_only | 3 | fresh |
|
|
| service_delivery_model | not-established | 0 | fresh |
|
Self-Claims
Firm Stated Facts
-
client_specializations: diligent savers, business owners, and retirees with at least $1 million in investable assets
- onedegreeadvisors.com https://onedegreeadvisors.com/faq/ self-published
-
client_specializations: families
- onedegreeadvisors.com https://onedegreeadvisors.com/author/onedegree/ self-published
-
client_specializations: financially blessed families, women in transition, and business owners
- onedegreeadvisors.com https://onedegreeadvisors.com/team/janice-thompson/ self-published
-
client_specializations: individuals and families
- onedegreeadvisors.com https://onedegreeadvisors.com/2025/11/retire-with-7-million-what-life-really-looks-like/ self-published
-
client_specializations: retirees, Christians
- onedegreeadvisors.com https://onedegreeadvisors.com/2025/07/best-christian-financial-advisors-in-san-diego/ self-published
-
compensation_model: fee-only
- onedegreeadvisors.com https://onedegreeadvisors.com/ self-published
-
fiduciary_status: fiduciary
- onedegreeadvisors.com https://onedegreeadvisors.com/2025/07/best-christian-financial-advisors-in-san-diego/ self-published
-
fiduciary_status: fiduciary
- onedegreeadvisors.com https://onedegreeadvisors.com/faq/ self-published
-
professional_certifications: CERTIFIED FINANCIAL PLANNER™, Certified Exit Planner, Certified Kingdom Advisor®
- onedegreeadvisors.com https://onedegreeadvisors.com/team/alex-okugawa/ self-published
-
professional_certifications: CERTIFIED FINANCIAL PLANNER™, Certified Kingdom Advisor®
- onedegreeadvisors.com https://onedegreeadvisors.com/team/anthony-saffer/ self-published
-
professional_certifications: CFP, Certified Kingdom Advisor
- onedegreeadvisors.com https://onedegreeadvisors.com/team/janice-thompson/ self-published
-
professional_certifications: CFP, CKA
- onedegreeadvisors.com https://onedegreeadvisors.com/2025/07/best-christian-financial-advisors-in-san-diego/ self-published
-
professional_certifications: CFP
- onedegreeadvisors.com https://onedegreeadvisors.com/faq/ self-published
-
professional_certifications: CFP
- onedegreeadvisors.com https://onedegreeadvisors.com/ self-published
-
service_delivery_model: hybrid
- onedegreeadvisors.com https://onedegreeadvisors.com/faq/ self-published
-
services_offered: comprehensive retirement strategy
- onedegreeadvisors.com https://onedegreeadvisors.com/2025/11/retire-with-7-million-what-life-really-looks-like/ self-published
-
services_offered: comprehensive wealth management
- onedegreeadvisors.com https://onedegreeadvisors.com/ self-published
-
services_offered: financial planning, investment management, and multi-generational family legacy coaching
- onedegreeadvisors.com https://onedegreeadvisors.com/team/janice-thompson/ self-published
-
services_offered: financial planning, wealth management
- onedegreeadvisors.com https://onedegreeadvisors.com/team/ self-published
-
services_offered: investment management, retirement planning, tax planning
- onedegreeadvisors.com https://onedegreeadvisors.com/2025/07/best-christian-financial-advisors-in-san-diego/ self-published
-
services_offered: retirement planning
- onedegreeadvisors.com https://onedegreeadvisors.com/2025/11/retire-with-7-million-what-life-really-looks-like/ self-published
-
services_offered: tax planning, retirement income planning, estate planning, and family legacy
- onedegreeadvisors.com https://onedegreeadvisors.com/faq/ self-published
-
years_in_practice: over 25 years
- onedegreeadvisors.com https://onedegreeadvisors.com/team/anthony-saffer/ self-published
-
years_in_practice: over 30 years
- onedegreeadvisors.com https://onedegreeadvisors.com/team/janice-thompson/ self-published
-
years_in_practice: over a decade of experience
- onedegreeadvisors.com https://onedegreeadvisors.com/team/alex-okugawa/ self-published
-
years_in_practice: over two decades
- onedegreeadvisors.com https://onedegreeadvisors.com/faq/ self-published
Performance Claims
-
investment_methodology: evidence-based
Self-described; not endorsed.
- onedegreeadvisors.com https://onedegreeadvisors.com/ self-published
-
investment_methodology: low-cost, diversified portfolios using ETFs and Mutual Funds
Self-described; not endorsed.
- onedegreeadvisors.com https://onedegreeadvisors.com/faq/ self-published
Themed Claims
No themed claims are currently recorded.
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| client_specializations | individuals and families | https://onedegreeadvisors.com/2025/11/retire-with-7-million-what-life-really-looks-like/ | kept |
|
|
| services_offered | comprehensive retirement strategy | https://onedegreeadvisors.com/2025/11/retire-with-7-million-what-life-really-looks-like/ | kept |
|
|
| services_offered | retirement planning | https://onedegreeadvisors.com/2025/11/retire-with-7-million-what-life-really-looks-like/ | kept |
|
|
| client_specializations | families | https://onedegreeadvisors.com/author/onedegree/ | kept |
|
|
| professional_certifications | CERTIFIED FINANCIAL PLANNER™, Certified Exit Planner, Certified Kingdom Advisor® | https://onedegreeadvisors.com/team/alex-okugawa/ | kept |
|
|
| years_in_practice | over a decade of experience | https://onedegreeadvisors.com/team/alex-okugawa/ | kept |
|
|
| years_in_practice | over 30 years | https://onedegreeadvisors.com/team/janice-thompson/ | kept |
|
|
| services_offered | financial planning, investment management, and multi-generational family legacy coaching | https://onedegreeadvisors.com/team/janice-thompson/ | kept |
|
|
| client_specializations | financially blessed families, women in transition, and business owners | https://onedegreeadvisors.com/team/janice-thompson/ | kept |
|
|
| professional_certifications | CFP, Certified Kingdom Advisor | https://onedegreeadvisors.com/team/janice-thompson/ | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.yelp.com/biz/one-wealth-management-san-diego | kept |
|
|
| professional_certifications | Enrolled Agent, NTPI Fellow | https://www.yelp.com/biz/san-diego-business-advisors-san-diego-2 | kept |
|
|
| services_offered | bookkeeping services, accounting services | https://www.yelp.com/biz/san-diego-business-advisors-san-diego-2 | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.yelp.com/search?find_desc=class+advisors&find_loc=San+Diego,+CA | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/search?find_desc=class+advisors&find_loc=San+Diego,+CA | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://indyfin.com/financial-advisor-firm/california/san-diego/one-degree-170392/ | kept |
|
|
| services_offered | Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops | https://indyfin.com/financial-advisor-firm/california/san-diego/one-degree-170392/ | kept |
|
|
| regulatory_registration | registered or notice filed in California | https://indyfin.com/financial-advisor-firm/california/san-diego/one-degree-170392/ | kept |
|
|
| categorized_as | LocalBusiness | https://indyfin.com/financial-advisor-firm/california/san-diego/one-degree-170392/ | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://indyfin.com/financial-advisor-firm/california/san-diego/one-degree-170392/ | json_ld_parsed |
|
|
| services_offered | financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars | https://smartadvisormatch.com/advisor-firm-network/california/one-degree-advisors-inc-170392 | kept |
|
|
| client_specializations | retail investors, high net worth investors, and charitable organizations | https://smartadvisormatch.com/advisor-firm-network/california/one-degree-advisors-inc-170392 | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://smartadvisormatch.com/advisor-firm-network/california/one-degree-advisors-inc-170392 | kept |
|
|
| regulatory_registration | registered in the states of Arizona, California, Colorado, Idaho, Illinois, Tennessee, and Texas | https://smartadvisormatch.com/advisor-firm-network/california/one-degree-advisors-inc-170392 | kept |
|
|
| services_offered | complete financial planning, asset analysis, retirement consulting, and investment management services | https://www.crunchbase.com/organization/one-degree-advisors | kept |
|
|
| founded_by | dd61456a-ac0e-4a26-896d-29d8c5e9c3c6 | https://www.crunchbase.com/organization/one-degree-advisors | kept |
|
|
| services_offered | Financial Planning, Portfolio Management for Individuals or Small Businesses | https://money.usnews.com/financial-advisors/firm/one-degree-advisors-inc-170392 | kept |
|
|
| categorized_as | financial advisors | https://money.usnews.com/financial-advisors/firm/one-degree-advisors-inc-170392 | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://money.usnews.com/financial-advisors/firm/one-degree-advisors-inc-170392 | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://money.usnews.com/financial-advisors/firm/one-degree-advisors-inc-170392 | json_ld_parsed |
|
|
| fiduciary_status | fiduciary | https://onedegreeadvisors.com/2025/07/best-christian-financial-advisors-in-san-diego/ | kept |
|
|
| professional_certifications | CFP, CKA | https://onedegreeadvisors.com/2025/07/best-christian-financial-advisors-in-san-diego/ | kept |
|
|
| client_specializations | retirees, Christians | https://onedegreeadvisors.com/2025/07/best-christian-financial-advisors-in-san-diego/ | kept |
|
|
| services_offered | investment management, retirement planning, tax planning | https://onedegreeadvisors.com/2025/07/best-christian-financial-advisors-in-san-diego/ | fixed |
|
|
| years_in_practice | over 25 years | https://onedegreeadvisors.com/team/anthony-saffer/ | kept |
|
|
| professional_certifications | CERTIFIED FINANCIAL PLANNER™, Certified Kingdom Advisor® | https://onedegreeadvisors.com/team/anthony-saffer/ | kept |
|
|
| compensation_model | fee-only | https://www.mapquest.com/us/california/one-degree-advisors-273563760 | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.mapquest.com/us/california/one-degree-advisors-273563760 | json_ld_parsed |
|
|
| services_offered | personalized financial planning | https://www.mapquest.com/us/california/one-degree-advisors-273563760 | kept |
|
|
| categorized_as | financial advisory firm | https://www.mapquest.com/us/california/one-degree-advisors-273563760 | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.mapquest.com/us/california/one-degree-advisors-273563760 | json_ld_parsed |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.mapquest.com/us/california/one-degree-advisors-273563760 | kept |
|
|
| categorized_as | LocalBusiness | https://www.mapquest.com/us/california/one-degree-advisors-273563760 | json_ld_parsed |
|
|
| investment_methodology | evidence-based | https://onedegreeadvisors.com/ | kept |
|
|
| services_offered | comprehensive wealth management | https://onedegreeadvisors.com/ | kept |
|
|
| professional_certifications | CFP | https://onedegreeadvisors.com/ | kept |
|
|
| compensation_model | fee-only | https://onedegreeadvisors.com/ | kept |
|
|
| services_offered | tax planning, retirement income planning, estate planning, and family legacy | https://onedegreeadvisors.com/faq/ | fixed |
|
|
| fiduciary_status | fiduciary | https://onedegreeadvisors.com/faq/ | kept |
|
|
| professional_certifications | CFP | https://onedegreeadvisors.com/faq/ | kept |
|
|
| client_specializations | diligent savers, business owners, and retirees with at least $1 million in investable assets | https://onedegreeadvisors.com/faq/ | kept |
|
|
| service_delivery_model | hybrid | https://onedegreeadvisors.com/faq/ | kept |
|
|
| investment_methodology | low-cost, diversified portfolios using ETFs and Mutual Funds | https://onedegreeadvisors.com/faq/ | kept |
|
|
| years_in_practice | over two decades | https://onedegreeadvisors.com/faq/ | kept |
|
|
| services_offered | financial planning, wealth management | https://onedegreeadvisors.com/team/ | kept |
|
|
| compensation_model | fee-based | https://wealthandfinance.digital/winners/one-degree-advisors-inc/ | kept |
|
|
| services_offered | Financial Planning, Investment Management, Family Legacy Planning | https://wealthandfinance.digital/winners/one-degree-advisors-inc/ | kept |
|
|
| professional_certifications | CFP | https://wealthandfinance.digital/winners/one-degree-advisors-inc/ | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://wealthandfinance.digital/winners/one-degree-advisors-inc/ | kept |
|
|
| regulatory_registration | Registered Investment Advisor (RIA) | https://wealthandfinance.digital/winners/one-degree-advisors-inc/ | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.bloomberg.com/profile/company/1298691D:US | kept |
|
|
| categorized_as | investment management services | https://www.bloomberg.com/profile/company/1298691D:US | kept |
|
|
| services_offered | financial planning, portfolio management, consulting, and stewardship advising services | https://www.bloomberg.com/profile/company/1298691D:US | kept |
|
|
| years_in_practice | over six years of experience | https://www.financestrategists.com/financial-advisor/san-diego-county-ca/one-degree-advisors-170392/ | kept |
|
|
| client_specializations | individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations | https://www.financestrategists.com/financial-advisor/san-diego-county-ca/one-degree-advisors-170392/ | kept |
|
|
| services_offered | financial planning, portfolio management for individuals and small businesses, and the selection of other advisors | https://www.financestrategists.com/financial-advisor/san-diego-county-ca/one-degree-advisors-170392/ | kept |
|
|
| compensation_model | fee-only | https://www.financestrategists.com/financial-advisor/san-diego-county-ca/one-degree-advisors-170392/ | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.financestrategists.com/financial-advisor/san-diego-county-ca/one-degree-advisors-170392/ | kept |
|
|
| regulatory_registration | registered investment advisory firm | https://www.financestrategists.com/financial-advisor/san-diego-county-ca/one-degree-advisors-170392/ | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.linkedin.com/company/one-degree-advisors-inc | kept |
|
|
| categorized_as | Financial Services | https://www.linkedin.com/company/one-degree-advisors-inc | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.linkedin.com/company/one-degree-advisors-inc | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.linkedin.com/company/one-degree-advisors-inc | json_ld_parsed |
|
|
| services_offered | Wealth Management, Financial Planning, Financial Services, Insurance, Retirement Planning, Tax Planning, Portfolio Management, Estate Planning, Charitable Gift Planning, College Education Planning | https://www.linkedin.com/company/one-degree-advisors-inc | kept |
|
|
| established_in | 65202568-6226-4b72-906e-7e3cf27196a1 | https://www.linkedin.com/company/one-degree-advisors-inc | kept |
|
|
| client_specializations | High Net Worth Individuals | https://www.linkedin.com/company/one-degree-advisors-inc | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.unbiased.com/advisor-firm/san-diego/one-degree-advisors-inc--170392 | kept |
|
|
| categorized_as | financial advisory firm | https://www.unbiased.com/advisor-firm/san-diego/one-degree-advisors-inc--170392 | kept |
|
|
| services_offered | financial planning | https://www.unbiased.com/advisor-firm/san-diego/one-degree-advisors-inc--170392 | kept |
|
Credentials
-
cfp_certification: CERTIFIED FINANCIAL PLANNER™, Certified Exit Planner, Certified Kingdom Advisor®
claimed_unverified
- onedegreeadvisors.com https://onedegreeadvisors.com/team/alex-okugawa/ self-published
Self-asserted.
-
cfp_certification: CERTIFIED FINANCIAL PLANNER™, Certified Kingdom Advisor®
claimed_unverified
- onedegreeadvisors.com https://onedegreeadvisors.com/team/anthony-saffer/ self-published
Self-asserted.
-
cfp_certification: CFP, Certified Kingdom Advisor
claimed_unverified
- onedegreeadvisors.com https://onedegreeadvisors.com/team/janice-thompson/ self-published
Self-asserted.
-
cfp_certification: CFP, CKA
claimed_unverified
- onedegreeadvisors.com https://onedegreeadvisors.com/2025/07/best-christian-financial-advisors-in-san-diego/ self-published
Self-asserted.
-
cfp_certification: CFP
claimed_unverified
- onedegreeadvisors.com https://onedegreeadvisors.com/ self-published
Self-asserted.
-
cfp_certification: CFP
claimed_unverified
- onedegreeadvisors.com https://onedegreeadvisors.com/faq/ self-published
Self-asserted.
What We Do Not Know
- fiduciary_status: no_supporting_evidence
- service_delivery_model: no_supporting_evidence
Methodology
- Source count
- 3
- onedegreeadvisors.com https://onedegreeadvisors.com/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/2025/07/best-christian-financial-advisors-in-san-diego/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/2025/11/retire-with-7-million-what-life-really-looks-like/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/author/onedegree/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/faq/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/team/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/team/alex-okugawa/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/team/anthony-saffer/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/team/janice-thompson/ self-published
- financestrategists.com https://www.financestrategists.com/financial-advisor/san-diego-county-ca/one-degree-advisors-170392/ independent
- mapquest.com https://www.mapquest.com/us/california/one-degree-advisors-273563760 independent
- Data refreshed
- onedegreeadvisors.com https://onedegreeadvisors.com/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/2025/07/best-christian-financial-advisors-in-san-diego/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/2025/11/retire-with-7-million-what-life-really-looks-like/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/author/onedegree/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/faq/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/team/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/team/alex-okugawa/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/team/anthony-saffer/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/team/janice-thompson/ self-published
- financestrategists.com https://www.financestrategists.com/financial-advisor/san-diego-county-ca/one-degree-advisors-170392/ independent
- mapquest.com https://www.mapquest.com/us/california/one-degree-advisors-273563760 independent
- Source classes
- business_website (self-published), independent_editorial (independent)
- onedegreeadvisors.com https://onedegreeadvisors.com/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/2025/07/best-christian-financial-advisors-in-san-diego/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/2025/11/retire-with-7-million-what-life-really-looks-like/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/author/onedegree/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/faq/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/team/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/team/alex-okugawa/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/team/anthony-saffer/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/team/janice-thompson/ self-published
- financestrategists.com https://www.financestrategists.com/financial-advisor/san-diego-county-ca/one-degree-advisors-170392/ independent
- mapquest.com https://www.mapquest.com/us/california/one-degree-advisors-273563760 independent
- Synthesis run at
- onedegreeadvisors.com https://onedegreeadvisors.com/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/2025/07/best-christian-financial-advisors-in-san-diego/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/2025/11/retire-with-7-million-what-life-really-looks-like/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/author/onedegree/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/faq/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/team/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/team/alex-okugawa/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/team/anthony-saffer/ self-published
- onedegreeadvisors.com https://onedegreeadvisors.com/team/janice-thompson/ self-published
- financestrategists.com https://www.financestrategists.com/financial-advisor/san-diego-county-ca/one-degree-advisors-170392/ independent
- mapquest.com https://www.mapquest.com/us/california/one-degree-advisors-273563760 independent