One Degree Advisors, Inc.

One Degree Advisors, Inc. (CRD# 170392) is a financial advisory firm headquartered in San Diego, CA. They manage $156,360,000 in 613 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    156
    MILLION
  • Total Number of Accounts
    613
    ACCOUNTS
  • Average Account Value
    $255,073
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at One Degree Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Audrey E. Coleman
CRD#: 1428828
8880 Rio San Diego Drive Ste 1000, San Diego, CA 92108
96
Wealthminder
score

Audrey Coleman (CRD# 1428828) is an Investment Advisor Representative working at One Degree Advisors, Inc. in San Diego, CA and has over 24 years of experience in the finance industry. Audrey Coleman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Janice A. Thompson
CRD#: 3034523
8880 Rio San Diego Drive Ste 1000, San Diego, CA 92108
96
Wealthminder
score

Janice Thompson (CRD# 3034523) is an Investment Advisor Representative working at One Degree Advisors, Inc. in San Diego, CA and has over 20 years of experience in the finance industry. Janice Thompson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Anthony L. Saffer
CRD#: 3259751
8880 Rio San Diego Drive Ste 1000, San Diego, CA 92108
84
Wealthminder
score

Anthony Saffer (CRD# 3259751) is an Investment Advisor Representative working at One Degree Advisors, Inc. in San Diego, CA and has over 18 years of experience in the finance industry. Anthony Saffer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jeff J. Luebe
CRD#: 3241444
8880 Rio San Diego Ave Drive 1000, San Diego, CA 92108
81
Wealthminder
score

Jeff Luebe (CRD# 3241444) is an Investment Advisor Representative working at One Degree Advisors, Inc. in San Diego, CA and has over 18 years of experience in the finance industry.

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