Oneseven

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)
• Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Asset-based fee: 0.05% to 2% a year (a range, as the brochure states it)

As stated in the firm's Form ADV Part 2A brochure dated April 22, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$7,717,771,462 as of October 2026, filing dated April 22, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Legal name

MGO One Seven LLC

Also doing business as

ALTA VERA GLOBAL CAPITAL ADVISORS, BEACON WAY WEALTH MANAGEMENT, CALLAHAN FINANCIAL, CAREY DITTOE WEALTH MANAGEMENT, CHEN WEALTH SERVICES LLC, CLIENTFIRST FINANCIAL STRATEGIES, COMMUNITY FINANCIAL ADVISORS INC., CREATED WEALTH, DWT WEALTH, EVERGLADES PARKLAND ADVISORS, FELDMEYER FINANCIAL GROUP, FULSHEAR WEALTH, GILTNER & ASSOCIATES, HEMLOCK WEALTH MANAGEMENT, HOPE FINANCIAL GROUP, HTR WEALTH MANAGEMENT, HYPERION WEALTH GROUP, IRONCLAD WEALTH MANAGEMENT, JP INVESTMENTS GROUP, JTM WILLIAMS CAPITAL MANAGEMENT, LAKE HOUSE PRIVATE WEALTH MANAGEMENT, LEGACY ADVISORS, LEGACY WEALTH GROUP, LIFE TRANSITIONS PLANNING, MAGNETIC NORTH FINANCIAL, MANAGED WEALTH SOLUTIONS, MARTZ FINANCIAL, MB WEALTH MANAGEMENT GROUP, MGO, INC., ONESEVEN / WE ARE ONE SEVEN, ONPOINT WEALTH PARTNERS, PACELINE ADVISORS LLC, PALM COAST WEALTH MANAGEMENT, PARK CITY WEALTH ADVISORS, R J CAMPBELL INVESTMENTS, LLC, RESOLUTE WEALTH MANAGEMENT, RISE CAPITAL, ROMERO WEALTH MANAGEMENT, ROSEHAVEN FAMILY OFFICE, S3 RETIREMENT, SHINTANI WEALTH MANAGEMENT SERVICES, STONE CREEK ADVISORS, STRATOS INVESTMENTS OF ONESEVEN, STRUCTURE WEALTH MANAGEMENT, THE HAMILTON GROUP, VALENTINE WEALTH ADVISORS, WEALTH PLANNING AND DESIGN, WEALTHCREATE, WOLFE WEALTH MANAGEMENT

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2016 (10 years)

Employees

Total: 264. Performing investment advisory functions: 95.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Axos Clearing LLCCharles Schwab & Co., Inc.Fidelity Distributors Company LLCGoldman Sachs Custody SolutionsRaymond James & Associates, 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.

Other offices (Schedule D, Section 1.F)

39 other offices, as of the May 2026 filing

Akron, OHAltoona, PAAsh, OHBakersfield, CABowling Green, OHBrambleton, VABridgeport, WVCanton, OHChagrin Falls, OHCharlotte, NCCharlottesville, VACincinnati, OHClearwater, FLCoral Springs, FLCypress, TXDayton, OHDelaware, OHDublin, OHEl Paso, TXFrederick, MDGodley, TXKey Biscayne, FLLas Vegas, NVLawrenceville, GALiverpool, NYMalvern, PAMt Pleasant, SCNaples, FLOak Brook, ILPark City, UTSarasota, FLScarsdale, NYSharon, PASt. Petersburg, FLStow, OHTampa, FLToledo, OHWest Village Lake, CAWoodway, TX

States registered or notice-filed

33 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $885,844,348 in the October 2021 data and $7,717,771,462 in the October 2026 data, up 771%.

Total employees: 46 in October 2021 and 264 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. May 2026
   • No longer lists the business name Wealthcreate Financial.
   • No longer lists the business name The Fulshear Wealth Management Group.
   • No longer lists the business name Structure Wealth Management, LLC.
   • No longer lists the business name Stone Creek Advisors, LLC.
   • No longer lists the business name S3 Retirement Planning.
   • No longer lists the business name Pondera Wealth.
   • No longer lists the business name Oneseven.
   • No longer lists the business name MGO Investment Advisors, Inc..
   • No longer lists the business name MB Wealth Management Group, LLC (also Referred to As "MB Group" and "mawby Brigeman Wealth Management Group").
   • No longer lists the business name Life Transitions Planning, LLC.
   • No longer lists the business name Lake House Private Wealth Management, Inc.
   • No longer lists the business name JRP Capital.
   • No longer lists the business name JP Investments LLC.
   • No longer lists the business name Ironclad Wealth Management, LLC.
   • No longer lists the business name Hope Financial Group, LLC.
   • No longer lists the business name Everglades Parkland Advisors, LLC.
   • No longer lists the business name Created Wealth Advisory.
   • No longer lists the business name Clientfirst Financial Strategies, Inc.
   • No longer lists the business name Alta Vera.
   • Added the business name Wealthcreate.
   • Added the business name The Hamilton Group.
   • Added the business name Structure Wealth Management.
   • Added the business name Stone Creek Advisors.
   • Added the business name S3 Retirement.
   • Added the business name Onpoint Wealth Partners.
   • Added the business name Oneseven / We ARE One Seven.
   • Added the business name MGO, Inc..
   • Added the business name MB Wealth Management Group.
   • Added the business name Managed Wealth Solutions.
   • Added the business name Life Transitions Planning.
   • Added the business name Legacy Wealth Group.
   • Added the business name Legacy Advisors.
   • Added the business name Lake House Private Wealth Management.
   • Added the business name JP Investments Group.
   • Added the business name Ironclad Wealth Management.
   • Added the business name Hope Financial Group.
   • Added the business name Giltner & Associates.
   • Added the business name Fulshear Wealth.
   • Added the business name Everglades Parkland Advisors.
   • Added the business name Created Wealth.
   • Added the business name Clientfirst Financial Strategies.
   • Added the business name Beacon Way Wealth Management.
   • Added the business name Alta Vera Global Capital Advisors.
   • Regulatory assets under management went from $4,848,322,209 to $7,717,771,462 (+59%).
   • Updated its list of owners and control persons (Schedule A).
2. November 2025
   • Changed its office addresses in Park City, UT.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.