H&h Retirement Design And Management Inc

SEC-regulated
Registered investment advisor
One Wealth Map, LLC is a SEC registered investment advisor based in Las Vegas, NV, originally known as H&H Retirement Design and Management, Inc. The firm offers investment supervisory services (ISS) involving comprehensive financial analysis to develop tailored portfolio strategies. Clients have investment discretion based on three service levels: Level 1 for portfolio structure, Level 2 with tax management, and Level 3 for total wealth oversight. The firm manages discretionary investment advisory accounts, providing recommendations on various securities but excluding variable annuities and private investments. Investment strategies include long-term and short-term purchases, options, and risk management. The firm operates as a fiduciary, disclosing all conflicts of interest and putting clients' interests first. Fees for ISS are 1-2.5% annually, with a minimum $1 million asset requirement. Financial planning services are available at varying fees. The firm does not charge performance-based fees and has no disciplinary events to report. Clients have access to eMoney for portfolio monitoring and financial planning. The firm does not vote proxies on behalf of clients and does not have custody of client funds. The principal control person is Kenneth Himmler. For more information, visit www.onewealthmap.com.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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