Fee-only adviser · Granite Bay, CA
Onesource Wealth Management
Onesource Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Granite Bay, California. On its latest Form ADV, filed October 1, 2026, it reports $150M in regulatory assets under management, 229 individual clients and 2 employees who give 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 | SEC-registered |
|---|---|
| Firm CRD number | 319078 · SEC file 801-129864 |
| Office | 4080 Cavitt Stallman Road Suite 200 Granite Bay, CA 95746 |
| Phone | (916) 967-3500 |
| Website | www.wisemoneyguys.com |
| Regulatory assets under management | $150M |
| Individual clients | 185 non-high-net-worth, 44 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Educational seminars |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 1, 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 Granite Bay
- Spectrum Wealth Advisory Group, LLC $445M
- Kerux, LLC $428M
- Parkshore Wealth Management $518M
- Delta Wealth Management $522M
See all 5 fee-only advisers in Granite Bay →
Nearby
- Loomis 1 firm
- Roseville 13 firms
- Folsom 10 firms
- El Dorado Hills 7 firms
- Rocklin 5 firms
- Fair Oaks 2 firms
- Gold River 2 firms
- Auburn 2 firms
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