Juan Ariano is a CFP-designated registered investment advisor at Oneseven, based in Spring, TX, with 8 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
Spring, TX
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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 ActivitiesSells Insurance
Juan is the sole owner, insurance agent, and director of Wealth Create Insurance & Financial LLC, dedicating nearly full-time hours to it. He is also an independent licensed insurance agent and a member of WealthCreate LLC, where he provides college planning guidance, technology advisory services, and advises on property and casualty policies.
Employment History
Current Registrations
Oneseven
Previous Registrations
Baron Financial Advisors, LLC
212 Advisory Group, LLC
Regal Investment Advisors LLC
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.