# One Life Financial Group, Inc.

> One Life Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 281792
- Filed as: ONE LIFE FINANCIAL GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281792
- AdvisorCensus page: https://advisorcensus.com/firm/one-life-financial-group-inc-281792

## Quick answers

**How is One Life Financial Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), One Life Financial Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does One Life Financial Group, Inc. charge?**
Its Form ADV Part 2A brochure dated April 7, 2026 states: Hourly rate: $150 to $350 an hour (One-time consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is One Life Financial Group, Inc. registered with the SEC or a state?**
One Life Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 281792.

**How much does One Life Financial Group, Inc. manage?**
One Life Financial Group, Inc. reports $117,982,819 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary).

**What types of clients does One Life Financial Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (136); high net worth individuals (64).

**Which custodians does One Life Financial Group, Inc. use?**
One Life Financial Group, 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 Life Financial Group, 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/281792

**Does One Life Financial Group, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated April 7, 2026 says: "One Life requires a minimum of $750,000 to open and maintain an account. In certain instances, the minimum account size may be lowered or waived."

**What changed in One Life Financial Group, Inc.'s recent Form ADV filings?**
In the June 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 7, 2026)

- Account minimum: $750,000 (the brochure says it may be waived or negotiated)

> One Life requires a minimum of $750,000 to open and maintain an account. In certain instances, the minimum account size may be lowered or waived.

- Hourly rate: $150 to $350 an hour (One-time consulting services)

> One-time consulting services are offered based on an hourly fee between $150 and $350/hour or a fixed fee of $1,000 - $15,000 depending on the experience of the advisor providing the advice and the complexity of the services requested.

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: $117,982,819
- Discretionary: $117,982,819
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 136 | $31,114,371 |
| High net worth individuals | 64 | $86,868,448 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 1lifefg.com
- getmorelife.com
- onelifefg.com
- Facebook @onelifefinancial
- LinkedIn @onelifefinancial
- LinkedIn @brian-lahr-1403987
- YouTube @OneLifeFinancialGroupInc-ok2wz

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. One Life Financial Group, Inc. (CRD 281792): Form ADV filing data as of October 2026.