Brian Ott is a registered investment advisor at One Wealth Map, LLC, based in Las Vegas, NV, with 12 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 299 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
One Wealth Map offers three levels of investment management services:
- Level 1: Portfolio structure with security selection and rebalancing. Includes one annual meeting (up to two hours; additional time billed hourly).
- Level 2: All Level 1 services, plus tax management of accounts.
- Level 3: Total wealth oversight, including all Level 1 and 2 services, plus a full financial plan with eMoney.
Fees range from 1% to 2.5% per year, depending on the level of service. A minimum of $1 million in assets under management is required, but exceptions may be made for certain clients.
Location
1980 Festival Plaza Drive, Suite 300, Las Vegas, NV, 89135
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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 Activities
Brian has an active Real Estate Salesperson license in Georgia and is affiliated with Parker Scott Realty LLC since August 2023. He spends about 10% of his time on this activity.
Employment History
Current Registrations
One Wealth Map, LLC
Previous Registrations
Citizens Investment Services
Citizens Securities, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Surepath Wealth Management
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations2 states
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.