One Resource Group Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
One Resource Group Wealth Management reports 599 clients. They include 589 individual clients and 10 high-net-worth individuals. Of its assets, 100.0% ($182M across 822 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 98% | 77% |
| High-net-worth individuals | 2% | 23% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 589 | $140M | 76.7% | $237K |
| High-net-worth individuals | 10 | $42.5M | 23.3% | $4.25M |
| Total | 599 | $182M | 100% | $304K |
- Clients
- 589
- Regulatory AUM
- $140M
- AUM share
- 76.7%
- Avg. per client
- $237K
- Clients
- 10
- Regulatory AUM
- $42.5M
- AUM share
- 23.3%
- Avg. per client
- $4.25M
Total
- Clients
- 599
- Regulatory AUM
- $182M
- AUM share
- 100%
- Avg. per client
- $304K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
One Resource Group Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting are a fixed fee of $1,500 to $5,000, or hourly at $100 to $300 per hour, depending on complexity.
Michael Martinez owns 75% or more of One Resource Group Wealth Management. The leadership team of One Resource Group Wealth Management includes Chief Compliance Officer Laurie Dunsmore. It has 9 employees, 3 of them in advisory roles.
Leadership
Laurie DunsmoreChief Compliance Officer
Michael MartinezManaging Member
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 75% or more of One Resource Group Wealth Management LLC
Michael Martinez
Control person · since March 2018
One Resource Group Wealth Management’s regulatory assets grew from $142M (March 2025) to $182M (March 2026); clients rose from 568 to 599 and employees from 8 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $182M | 599 | 9 | 2 |
| March 2025 | $142M | 568 | 8 | 2 |
Besides its headquarters, One Resource Group Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in Ohio.
Ohio · 1 listed address
- 700 Stonehenge Parkway, Suite B, DublinHQ
Contact and registration details
- Legal name
- One Resource Group Wealth Management LLC
- Headquarters
- 700 Stonehenge Parkway, Suite B, Dublin, OH 43017
- Website
- thepensiongroup.com
- Phone
- 614-423-4600
- @the-pension-group
- SEC file
- 801-132293
- Structure
- Ohio LLC
- Fiscal year end
- December
One Resource Group Wealth Management uses Fidelity ($154M, 84%) and Charles Schwab ($28.5M, 16%) as custodians for its separately managed accounts. One Resource Group Wealth Management has custody of $182M in client assets for 599 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $28.5M16%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $154M84%
At year end, One Resource Group Wealth Management’s separately managed accounts were largely in stocks (43%) and funds (35%).
What the accounts hold
- Stocks43%
- Funds35%
- Bonds15%
- Investment grade corporate bonds10%
- High-yield corporate bonds5%
- Cash7%
How many clients does One Resource Group Wealth Management have?
One Resource Group Wealth Management has 599 clients and manages $182 million for them, as of March 2026. They include 589 individual clients and 10 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does One Resource Group Wealth Management offer?
One Resource Group Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does One Resource Group Wealth Management use?
One Resource Group Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $154M and Charles Schwab & Co., Inc. (Westlake, TX), with $28.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does One Resource Group Wealth Management have?
One Resource Group Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 9 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does One Resource Group Wealth Management invest in?
At the end of its last fiscal year, One Resource Group Wealth Management’s separately managed accounts held 43% exchange-traded equities, 35% registered funds (mutual funds, ETFs, BDCs), 10% investment grade corporate bonds, 7% cash and equivalents and 5% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns One Resource Group Wealth Management?
One Resource Group Wealth Management’s direct owner is Michael Martinez (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does One Resource Group Wealth Management get paid?
One Resource Group Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is One Resource Group Wealth Management registered with the SEC?
Yes, One Resource Group Wealth Management has been registered with the SEC as an investment adviser since 31 March 2025. Its CRD number is 293819 and its SEC file number is 801-132293.
Source: Form ADV Part 1A, Item 1, filed 17 March 2026; IAPD firm record
How do I contact One Resource Group Wealth Management?
One Resource Group Wealth Management’s main office is at 700 Stonehenge Parkway, Suite B, Dublin, OH 43017. Its phone number is 614-423-4600. Its website is thepensiongroup.com.