{"url":"https://nivawealth.com/firms/one-resource-group-wealth-management-293819","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/293819","regulatoryAum":182371106,"crd":"293819","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2978914","suffix":null,"lastName":"Martinez","firstName":"Michael","middleName":"John"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-03-03","regulatoryAum":141966968,"clients":568,"employees":8,"offices":2},{"filedOn":"2026-03-17","regulatoryAum":182371106,"clients":599,"employees":9,"offices":2}],"secFileNumber":"801-132293","legalName":"One Resource Group Wealth Management LLC","displayName":"One Resource Group Wealth Management","slug":"one-resource-group-wealth-management-293819","website":"https://thepensiongroup.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/the-pension-group/","founded":null,"organization":"Ohio limited liability company","fiscalYearEnd":"December","headquarters":{"street":"700 Stonehenge Parkway, Suite B","city":"Dublin","state":"OH","stateName":"Ohio","country":"United States","postalCode":"43017"},"tradeNames":[],"registration":{"secApproved":"31 March 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":304459.2754590985,"staff":{"employees":9,"advisory":3,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":182371106,"discretionary":182371106,"discretionaryAccounts":822,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":589,"regulatoryAum":139829540},{"label":"High-net-worth individuals","clients":10,"regulatoryAum":42541566}],"feePrograms":[{"role":"other","program":"Financial planning and consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020063","versionId":1020063,"submittedOn":"2026-03-17","documentName":"THE PENSION GROUP - ADV PART 2"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T16:01:04.393242+00:00","documents":[{"name":"THE PENSION GROUP - ADV PART 2","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020063","versionId":1020063,"submittedOn":"2026-03-17"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":28472807},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":153898299}],"custodyNote":"One Resource Group Wealth Management has custody of $182M in client assets for 599 clients.","leadership":[{"name":"Laurie Dunsmore","title":"Chief Compliance Officer","crd":"8050810"},{"name":"Michael Martinez","title":"Managing Member","crd":"2978914"}],"ownership":[{"label":"Michael Martinez","detail":"Managing member in the 75% or more ownership band and a control person, since March 2018."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Ohio","offices":1,"addresses":[{"street":"700 Stonehenge Parkway, Suite B","city":"Dublin","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"614-423-4600","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":43},{"label":"Investment grade corporate bonds","percent":10},{"label":"Non-investment grade corporate bonds","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":35},{"label":"Cash and cash equivalents","percent":7}],"privateFunds":0},"sources":{"adv1FilingDate":"17 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/293819/PDF/293819.pdf","brochureDate":"17 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020063","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does One Resource Group Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does One Resource Group Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does One Resource Group Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does One Resource Group Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does One Resource Group Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns One Resource Group Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does One Resource Group Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is One Resource Group Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact One Resource Group Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 17 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}