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ONE DEGREE ADVISORS, INC.
CRD 170392 · SEC 801-79351
8880 RIO SAN DIEGO DRIVE, SUITE 1000, SAN DIEGO, CA, 92108, United States
Phone
619-282-3288
Fax
619-280-9553
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$489.0M
Discretionary AUM
$489.0M
Team
6 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 311 | $130.7M |
| High net worth individuals | 150 | $349.5M |
| Charitable organizations | 5 | $8.8M |
States served
AZ, CA, CO, TN, TX, FL
All web addresses on file
- https://www.tiktok.com/@mattcalcagno
- HTTPS://MEDIUM.COM/ONEDEGREESAFFER
- https://twitter.com/onedegreetweets
- https://www.linkedin.com/company/one-degree-advisors-inc
- HTTPS://WWW.LINKEDIN.COM/IN/AUDREY-COLEMAN-CFP%C2%AE-36983A4/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/ONE-DEGREE-ADVISORS-INC
- HTTPS://WWW.LINKEDIN.COM/IN/JANICE-THOMPSON-CFP%C2%AE-57010937/
- HTTPS://MEDIUM.COM/JANICETHOMPSON
- HTTPS://TWITTER.COM/ALEXOKUGAWA
- https://medium.com/@onedegreetweets
- https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg
- https://twitter.com/mattycalc
- https://medium.com/@onedegreesaffer
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCPZFDDS3Y8QH0PLUC3_B9HW
- HTTP://WWW.ONEDEGREEADVISORS.COM
- HTTPS://WWW.FACEBOOK.COM/ONEDEGREEADVISORS/
- HTTPS://TWITTER.COM/ONEDEGREETWEETS?LANG=EN
- HTTPS://MEDIUM.COM/ONEDEGREETWEETS
- https://mattcalcagno.com/
- HTTPS://TWITTER.COM/ONEDEGREEJANICE
- HTTPS://WWW.LINKEDIN.COM/IN/ALEXOKUGAWA/
- HTTPS://WWW.LINKEDIN.COM/IN/ANTHONYSAFFER/
- HTTPS://TWITTER.COM/ONEDEGREESAFFER?LANG=EN
- HTTPS://MEDIUM.COM/@ALEXOKUGAWA
- https://www.linkedin.com/in/calcagno-planner/
- https://medium.com/@alexokugawa
- https://twitter.com/mattycalc
- https://www.linkedin.com/in/calcagno-planner/
- https://medium.com/@janicethompson
- https://mattcalcagno.com/
Official SEC filing: View on IAPD