Tanner Fedell
Tanner Fedell is a registered investment advisor at One Wealth Planning LLC, based in Waxahachie, TX, with 13 years of industry experience. Tanner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 67 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
Location
Waxahachie, TX
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tanner owns and operates a farm, dedicating a few hours per week to it. He also helps with the financial aspects of rental properties owned jointly with his wife, and is a licensed insurance agent helping clients evaluate life, disability, and long-term care insurance, spending minimal time on this activity.
Employment History
Current Registrations
One Wealth Planning LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Cetera Investment Advisers LLC
Securian Financial Services, INC.
Cri Securities, LLC
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.