One Source Health & Wealth Management

One Source Health & Wealth Management (CRD# 194511) is a financial advisory firm headquartered in Folsom, CA. They manage $14,000,000 in 86 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $162,791
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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 Source Health & Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Edward D. Outland
CRD#: 4109502
80 Iron Point Circle, Suite 200, Folsom, CA 95630
93
Wealthminder
score

Edward Outland (CRD# 4109502) is an Investment Advisor Representative working at One Source Health & Wealth Management in Folsom, CA and has over 16 years of experience in the finance industry.

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