Julia Colantuono is a CFP-designated registered investment advisor at One Financial Design, LLC, based in Hingham, MA, with 9 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 6 more. Their firm serves 5 clients with $2.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
One Financial Design's investment management fee is either a percentage of your portfolio or a flat dollar amount, depending on your situation. If paying a flat dollar fee, it will be between $500 and $20,000 per year, not exceeding 2% of your portfolio. If paying a percentage, the fee will be between 0.5% and 1.5% of your portfolio. Fees may be negotiable. The fee includes the cost of any outside managers used.
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.
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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