Fee-only adviser · Decatur, GA
One Source Advisory Services, LLC
One Source Advisory Services, LLC is a fee-only investment adviser registered with the securities regulator of Georgia, with its main office in Decatur, Georgia. On its latest Form ADV, filed March 19, 2026, it reports $16M in regulatory assets under management, 98 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Georgia |
|---|---|
| Firm CRD number | 150312 |
| Office | One West Court Square Suite 750 Decatur, GA 30030 |
| Phone | (404) 230-8451 |
| Website | www.onesourceadvisor.com |
| Regulatory assets under management | $16M ($11M discretionary) |
| Individual clients | 88 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 19, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Decatur
- Chicory Wealth $840M
- Ferguson Shapiro LLC $415M
- Minerva Planning Group $237M
- Vip Wealth Advisors $126M
- Financial Lab $1.4M
- Mindful Capital Management $1.9M
See all 8 fee-only advisers in Decatur →
Nearby
- Scottdale 1 firm
- Brookhaven 1 firm
- Chamblee 2 firms
- Atlanta 140 firms
- Ellenwood 1 firm
- Dunwoody 1 firm
- Sandy Springs 3 firms
- Morrow 1 firm
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