Julia Colantuono is a CFP-designated registered investment advisor at One Financial Design, LLC, based in Hingham, MA, with 10 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 6 clients with $3.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Percentage-based fees range from 0.5% to 1.5% of assets under management. Alternatively, clients may pay a flat fee between $500 and $20,000 (not to exceed 2% of assets). Fees are negotiable.
Fee Estimator
Contact
Julia Colantuono
Location
Hingham, MA
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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
Julia works as a consultant in wealth planning for Contigo Advisors, a tax advising business, since January 2024. She inputs client data into financial software and provides financial plan reports, dedicating a few hours per week to this activity.
Employment History
Current Registrations
One Financial Design, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
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.
Exams
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