# One Degree Advisors, Inc.

> One Degree Advisors, Inc. is an SEC-registered investment advisory firm in San Diego, CA, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.

- CRD: 170392
- Filed as: ONE DEGREE ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170392
- AdvisorCensus page: https://advisorcensus.com/firm/one-degree-advisors-inc-san-diego-ca-170392

## Quick answers

**How is One Degree Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), One Degree Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management.

**How much does One Degree Advisors, Inc. charge?**
Its Form ADV Part 2A brochure dated May 8, 2026 states: Asset-based fee: up to 1.99% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is One Degree Advisors, Inc. located?**
One Degree Advisors, Inc.'s principal office is in San Diego, CA, according to its Form ADV.

**Is One Degree Advisors, Inc. registered with the SEC or a state?**
One Degree Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170392.

**How much does One Degree Advisors, Inc. manage?**
One Degree Advisors, Inc. reports $489,021,251 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary).

**How have One Degree Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for One Degree Advisors, Inc.: Regulatory assets under management: $254,450,600 in the October 2021 data and $489,021,251 in the October 2026 data, up 92%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does One Degree Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (311); high net worth individuals (150); charitable organizations (5).

**Which custodians does One Degree Advisors, Inc. use?**
One Degree Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does One Degree Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170392

**What changed in One Degree Advisors, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in VA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated May 8, 2026)

- Asset-based fee: up to 1.99% of assets a year (the maximum the brochure states)

> The maximum fee percentage is 1.99% of the assets under management and is based on the balance of the accounts managed and services provided.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $489,021,251
- Discretionary: $489,021,251
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 311 | $130,686,263 |
| High net worth individuals | 150 | $349,525,309 |
| Charitable organizations | 5 | $8,809,679 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mattcalcagno.com
- medium.com/@ALEXOKUGAWA
- medium.com/@janicethompson
- medium.com/@onedegreesaffer
- medium.com/@onedegreetweets
- medium.com/JANICETHOMPSON
- medium.com/ONEDEGREESAFFER
- medium.com/ONEDEGREETWEETS
- onedegreeadvisors.com
- Facebook @ONEDEGREEADVISORS
- LinkedIn @ONE-DEGREE-ADVISORS-INC
- LinkedIn @ALEXOKUGAWA
- LinkedIn @ANTHONYSAFFER
- LinkedIn @AUDREY-COLEMAN-CFP®-36983A4
- LinkedIn @JANICE-THOMPSON-CFP®-57010937
- LinkedIn @calcagno-planner
- TikTok @mattcalcagno
- X @ALEXOKUGAWA
- X @ONEDEGREEJANICE
- X @ONEDEGREESAFFER
- X @ONEDEGREETWEETS
- X @mattycalc
- YouTube @UCPZFDDS3Y8QH0PLUC3_B9HW
- YouTube @UCVUfyLHoGUtaBoseDKFfEAg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $254,450,600 | 6 | March 9, 2021 |
| October 2022 | $293,080,963 | 6 | August 23, 2022 |
| October 2023 | $276,812,377 | 7 | May 8, 2023 |
| October 2024 | $306,535,127 | 7 | July 23, 2024 |
| October 2025 | $341,552,988 | 7 | March 11, 2025 |
| October 2026 | $489,021,251 | 6 | September 10, 2026 |

Regulatory assets under management: $254,450,600 in the October 2021 data and $489,021,251 in the October 2026 data, up 92%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in VA.

### May 2026
- Registered or notice-filed in FL.

### April 2026
- Employees performing advisory functions went from 7 to 6.
- Regulatory assets under management went from $341,552,988 to $489,021,251 (+43%).

### January 2026
- No longer registered or notice-filed in ID, IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. One Degree Advisors, Inc. (CRD 170392): Form ADV filing data as of October 2026.