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Phone : 619.282.3288
Fax : 619.280.9553
admin@onedegreeadvisors.com

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ADV Part 2A and 2B
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Talk with Advisor

By your side to
keep you on course.

Our Compass System is a multi-step process
with a singular purpose: your best interest.
TO START

Intro Call – 
See if we are a match for
your needs.

LET’S TALK

We Get To Know Your Financial Details
You provide statements, tax return, goals, priorities, etc.

MEETING 01

We discuss the details you uploaded,
get crystal clear on your goals/objectives,
and identify areas of threat/improvement.

ANALYSIS

We complete a full analysis of your
situation.

MEETING 02

We show you how to improve
your financial situation and reach
your goals.

DECISION

If you choose to work with us, we
will now implement the strategies
we developed/presented to you.

ONGOING GUIDANCE – Throughout the Year

Spring Meeting

We map the year ahead—around your goals.

Fall Meeting

Measure, adjust, and optimize before year-end.
Q1 – Tax Organization
Q2 – Tax Strategy
Q3 – Estate/Insurance
Q4 – Tax Harvesting

WE’RE HERE WHEN IT MATTERS – While our Spring and Fall meetings are carefully timed to deliver the most strategic value, real life doesn’t always follow a calendar. When the unexpected arises—retirement transitions, health, time-sensitive decisions, we’re here to meet.

We will expertly guide you through
all your financial needs.

Retirement
Asset Protection
Tax Planning
Investments
Estate Planning
Insurance Strategy
Action Plan

Let’s Talk

Legal

Form CRS, ADV Part 2A and 2B,
Disclosures

Office

8880 Rio San Diego Dr #1000
San Diego, CA 92108

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One View
Charles Schwab
Performance Reports

Contact

Phone : 619.282.3288
Fax : 619.280.9553
admin@onedegreeadvisors.com

Copyright © 2025 One Degree Advisors, Inc. All right reserved. / MADE BY TROY

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Disclosure

Asset under management as of 1/1/2025. One Degree Advisors was formed in 2001. Client retention is internally calculated and measured each year.

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Disclosure

Testimonials displayed on this site have been selected from a range of client feedback. They have been abbreviated for clarity and length, but the core messaging and sentiment have been preserved. No clients were compensated for their testimonials, and to our knowledge, no material conflicts of interest exist related to the feedback provided. You can view the full, unedited reviews on our Google Reviews page.