Frank
Maurno
One + One Wealth Management, LLC
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About this Advisor
Frank Maurno is a certified financial planner based in Jupiter, Florida with a total of 3 years of industry experience. Maurno is currently employed by One + One Wealth Management, LLC. Maurno has gained experience at One + One Wealth Management, LLC and Raymond James & Associates, Inc. Maurno maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Florida and Texas. One + One Wealth Management, LLC is an advisory firm that has its headquarters in Jupiter, FL. It manages $230 million in total assets among its 551 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 551 client accounts, 36% are associated with high-net-worth clients who have at least $1 million in assets. One + One Wealth Management, LLC performs a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically are based on the type of services offered. However, fees billed by One + One Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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One + One Wealth Management, LLC Brokerage Details
$229,692,740
4
551
$416,865
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Frank Maurno Work History
Frank has been registered as a financial advisor for 3 years.*
One + One Wealth Management, LLC
Raymond James & Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Frank Maurno to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at One + One Wealth Management, LLC
Jupiter, FL
Jupiter, FL
Jupiter, FL
Jupiter, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
