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OneAdvisory, LLC ("OneAdvisory") is registered with the U.S. Securities and Exchange Commission as an investment adviser. OneAdvisory’s services are limited to providing retail investors (each “prospective investors”) with introductions to investment advisers (each “RIAs”) that are OneAdvisory members. OneAdvisory does not review the ongoing performance of any RIA, participate in the management of any user’s account by an RIA or provide advice regarding specific investments. We do not manage client funds or hold custody of assets; our advisory services are limited to helping prospective investors connect with financial advisors. This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent potential conflicts of interest. Registration with the United States Securities and Exchange Commission does not imply that OneAdvisory, LLC or any of its principals or employees possess a particular level of skill or training in the investment advisory business or any other business. OneAdvisory does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors. For more details, please see OneAdvisory’s Form ADV Part 2A and Form CRS.
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