# One Wealth Planning

One Wealth Planning is a Multi Family Office based in Waxahachie, TX, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Waxahachie, TX, United States
- **Region:** North America
- **Address:** Bellevue, WA, United States
- **Assets under management:** Undisclosed
- **Website:** onewealthplanning.com
- **LinkedIn:** https://www.linkedin.com/company/tannerfedell

## Regulatory record

- **CRD number:** 328631
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328631

## About

ONE WEALTH PLANNING LLC is a state-registered investment adviser with $40 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Sectors

- Real Estate
- Private Credit
- Enterprise Software
- Healthcare Services

## Questions

### How does the firm access private-market investments?

One Wealth Planning does not operate a proprietary direct-investment team. Instead, it sources private-market exposure through relationships with regional fund managers, national private-credit platforms, and real estate operating partners. Clients gain access to venture, private credit, and real estate primarily through pooled vehicles and structured co-investment opportunities, with sourcing weighted toward managers known to the firm's Pacific Northwest network.

### How does One Wealth Planning handle philanthropy and legacy planning?

The firm coordinates charitable-giving structures including donor-advised funds, charitable remainder trusts, and private-foundation administration. Philanthropic services are integrated with broader estate and tax planning, and the firm convenes external trust-and-estate counsel for document drafting and foundation compliance work.

## Related profiles

- [Dunn Capital Management](https://altss.com/profile/dunn-capital-management)

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Last updated: 2026-07-08T23:50:38.523Z

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