One Day Wealth Management

What One Day Wealth Management does

One Day Wealth Management LLC is an independent registered investment advisor (RIA) founded in 2024 by Jonathan Davis, operating as a single-advisor, fully remote firm based in Ocala, Florida. The firm provides personalized financial advisory services to individuals and families, spanning portfolio management, comprehensive financial planning, tax planning, retirement planning, budgeting and cash flow analysis, and optional tax preparation. It is registered as an investment adviser in Florida, Louisiana, and Texas, and serves clients across 14 states plus Washington D.C.

The firm operates on an AUM-based fee model with transparent, competitive pricing, leveraging a fully remote operating structure to minimize overhead. Its technology stack is assembled from best-in-class third-party platforms rather than a single proprietary system: Altruist for client account management and portfolio management, RightCapital for financial planning and client portal access, and Monarch for budget and cash flow tracking. There is no proprietary software product; the firm is a services business wrapping third-party tools with advisor-led planning.

The go-to-market is direct, sales-led, and founder-dependent: clients are acquired through the firm website (onedaywealthmanagement.com) where prospective clients request a consultation. Customer segments are high-net-worth and mass-affluent individuals and families, with a horizontal segmentation approach. The business is bootstrap and founder-owned, with no disclosed external funding, no parent company, and no support staff — meaning operational capacity is structurally limited to the founder's time.

Name

One Day Wealth Management

Legal name

One Day Wealth Management LLC

Website

https://onedaywealthmanagement.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

One Day Wealth Management is a fully remote, single-advisor independent RIA founded in 2024 that provides portfolio management, financial planning, tax planning, retirement planning, and budgeting services to individuals and families across 14 states and Washington D.C. via AUM-based fees.

Ownership category

akta.pro rank

Product category

Personal Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Financial advisory services
• Portfolio management
• Retirement planning
• Tax planning
• Fiduciary wealth management

Headquarters

HQ city

Ocala

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Assets Under Management (AUM) Fees: Competitive, transparent fees based on a percentage of assets under management. The firm operates fully remotely to keep overhead low and pass savings to clients through competitive AUM pricing.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

One Day Wealth Management is a single-advisor independent registered investment advisory firm that provides personalized financial advisory services to individuals and families. Its core offerings include portfolio management, comprehensive financial planning, tax planning, retirement planning, and budgeting and cash flow analysis, with optional tax preparation available as an add-on. Services are delivered remotely through a best-in-class technology stack and monetized via transparent, competitive assets-under-management fees.

Product overview

One Day Wealth Management is a single-advisor registered investment advisory firm offering a unified suite of financial services rather than discrete software products. The core offering consists of Portfolio Management, Financial Planning, Tax Planning, Retirement Planning, and Budgeting and Cash Flow Analysis services delivered through a best-in-class technology approach using specialized third-party platforms (Altruist, RightCapital, Monarch) for client access and planning tools. Tax Preparation is offered as an optional add-on service.

Differentiator

Problem solved

Functional benefit

Products and services

• Portfolio Management Investment management service focused on building and maintaining diversified portfolios aligned with the client's financial goals and risk tolerance, delivered as part of a comprehensive financial advisory engagement for individuals and families.
• Financial Planning Comprehensive financial roadmap development tailored to individual life circumstances, long-term relationships, and evolving priorities, covering the integrated coordination of portfolio, tax, retirement, and budgeting decisions for individuals and families.
• Tax Planning Strategic tax planning service designed to optimize tax efficiency across investments and the overall financial plan, integrated with portfolio management and retirement planning for individuals and families.
• Retirement Planning Planning service focused on retirement goals, including savings strategies and distribution planning, integrated with broader financial planning and portfolio management for individuals and families.
• Budgeting and Cash Flow Analysis Cash flow analysis and budgeting service designed to help clients manage income and expenses effectively, supporting the overall financial planning engagement for individuals and families.
• Tax Preparation (Add-on) Optional tax preparation service available as an add-on to the core planning services, leveraging Jonathan Davis's Enrolled Agent credential to prepare returns for individual and family clients.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature1 record

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Direct peers

• Betterment: Automated investment advisory platform offering diversified portfolios and goals-based planning. Direct competitor in the AUM-fee retail wealth segment, though positioned as robo-first rather than advisor-led.
• Wealthfront: Automated investment and financial planning platform offering AUM-based advisory to mass-affluent clients. Direct competitor in retail AUM-based wealth management, though more productized than One Day's single-advisor model.
• Facet Wealth: Digital-first fee-only RIA serving mass-affluent clients with comprehensive financial planning and investment management. Closest direct peer given the integrated planning approach, fiduciary model, and remote delivery to mass-affluent households nationwide.

Others

• XY Planning Network: Network and back-office support organization for fee-only financial advisors serving Gen X / Millennials on a monthly retainer rather than AUM-only model. Provides community, compliance, and tech stack similar in spirit to One Day's lean remote operating model.

Broad incumbents

• Edelman Financial Engines: Large hybrid RIA combining technology-driven planning with human advisors for mass-affluent households, including workplace plan participants. Direct overlap on retirement planning, tax planning, and integrated advice.
• Personal Capital / Empower Personal Dashboard: Large hybrid RIA combining digital planning tools with human advisors for mass-affluent and HNW clients. Overlaps with One Day on retirement, investment, and cash flow planning but operates at massively greater scale with an in-house technology platform.
• Schwab Intelligent Portfolios / Schwab Wealth Advisory: Schwab's automated and hybrid RIA offerings provide retail and mass-affluent clients planning and portfolio management bundled with custody. A scaled incumbent with strong brand and platform advantages over a solo advisor RIA.
• Vanguard Personal Advisor Services: Vanguard's hybrid robo-plus-CFA advisor service for mass-affluent clients. Notable peer because the founder spent ten years at Vanguard; competes directly on low-fee active guidance plus digital planning for the same retail demographic.
• Creative Planning: Large fee-only RIA offering comprehensive wealth management, financial planning, and tax services to mass-affluent and HNW clients. Comparable in fee-only RIA model and full-stack planning; much larger and multi-advisor.

Emerging players

• Ellevest: Digital wealth management platform with goals-based planning for women and mass-affluent investors. Comparable in fee structure, planning emphasis, and remote delivery, though differentiated by demographic focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/one-day-wealth-management

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about One Day Wealth Management