# One Brick Planning & Consulting, LLC

> One Brick Planning & Consulting, LLC is a state-registered investment advisory firm in Greenwood Village, CO, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 277047
- Filed as: ONE BRICK PLANNING & CONSULTING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greenwood Village, CO
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/277047
- AdvisorCensus page: https://advisorcensus.com/firm/one-brick-planning-and-consulting-llc-greenwood-village-co-277047

## Quick answers

**How is One Brick Planning & Consulting, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), One Brick Planning & Consulting, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is One Brick Planning & Consulting, LLC located?**
One Brick Planning & Consulting, LLC's principal office is in Greenwood Village, CO, according to its Form ADV.

**Is One Brick Planning & Consulting, LLC registered with the SEC or a state?**
One Brick Planning & Consulting, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 277047.

**How much does One Brick Planning & Consulting, LLC manage?**
One Brick Planning & Consulting, LLC reports $30,539,053 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (94% discretionary).

**What types of clients does One Brick Planning & Consulting, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); high net worth individuals (19); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does One Brick Planning & Consulting, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/277047

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $30,539,053
- Discretionary: $28,649,524
- Non-discretionary: $1,889,529

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $6,779,080 |
| High net worth individuals | 19 | $21,870,444 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $1,889,529 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2015 (10 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [onebrickplanning.com](https://onebrickplanning.com)
- Facebook @THEMONEYNUDGE
- LinkedIn @aaronconnell
- X @THEMONEYNUDGE

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. One Brick Planning & Consulting, LLC (CRD 277047): Form ADV filing data as of October 2026.