About Us

Wealth Advisor

Tanner Fedell

Tanner Fedell was born and raised in East Texas along with 4 other siblings. He studied Finance at Texas A&M Mays Business School and in 2012, he began his financial advising career in Austin, TX.
In 2015, Tanner married his wife Chelsie and they have 3 daughters: Amelia (2018), Adeline (2021), & Sadie (2023). In 2017 they moved to Waxahachie, TX where they reside now on a small farm raising animals and their 3 precious girls of course! Tanner & Chelsie are members of The Avenue Church here in Waxahachie.
Tanner’s area of specialization is helping people build and maintain wealth and about 80% of his clientele are either Doctors or Lawyers.
He believes that Financial Advisors should be comprehensive and focus on all aspects of one’s financial plan. Your budget and the homes and cars you buy all have ripple effects on your other goals such as your investments, kids college planning, retirement planning and the vacations you may want to take.
Tanner helps people understand how the decisions you make with your money effect all areas of your other goals.
Tanner prides his firm on taking care of his clients and has had a 98.5% client retention rate since 2012.
When you work with One Wealth Planning you are supported by resources from Buckingham Strategic Partners & Charles Schwab

Investment Policy Committee (IPC)

The IPC, in conjunction with your wealth advisor, study academic and other research in pursuit of better outcomes for clients. Recommendations should not be the opinion of your advisor or any individual on our committees. Rather, guidance should be based on decades of academic and practitioner research and as the evidence evolves, so should the recommendations.
The IPC focuses on:

To see more on our investment philosophy, please visit here.

Blerina Hysi

Director, Fixed Income

Larry Swedroe

Head of Financial and Economic Research

Sheldon McFarland

Director, Investment Strategy

Jared Kizer

CFA

Head Of Investment Research

Kevin Grogan

CFA, CFP@

Chief Investment Office

Daniel Campbell

CFA

Investment Strategy Advisor

Advanced Planning Team

The Advanced Planning team consists of specialists for complex situations in the areas of:

Jim Cornfield

CFP®, CSLP®

Wealth Advisor

Elliot Dole

CFP®, EA, AEP®, CExP, CAP

Advanced Planning Advisor

Bill Morgan

CPA, PFS

Advanced Planning Advisor

Jeffrey Levine

CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™

Chief Planning Officer

Business & Retirement Services

The business and retirement services team focus on the following areas:

David Shipp

Retirement Solutions Advisor

Kathryn Risch

Retirement Solutions Advisor

Matthew Pranschke

CFP®, QPA, ERPA, CPC, CPFA

Retirement Solutions Advisor

Kristen Donovan

CPFA, QKA, AIF

Director, Retirement Solutions

Chuck Laverty

Director, Business Solutions

*In partnership with Buckingham Strategic Partners. As of September 30, 2023, Buckingham Strategic Wealth and the community of advisors that make up Buckingham Strategic Partners collectively manage or administer more than $63 billion. Buckingham Strategic Partners had $10.38 billion of discretionary regulatory assets under management and $13.88 billion of non-discretionary regulatory assets under management. In addition, Buckingham Strategic Partners provides administrative, back-office and retirement plan services to $13.60 billion of assets managed or advised by the independent firms that hire Buckingham Strategic Partners for its services. In the aggregate, the total number of assets under management or administration was $37.86 billion. Buckingham Strategic Wealth had $22.81 billion on a discretionary basis and $1.52 billion on a non-discretionary basis for a total of $24.33 billion assets under management. In addition, Buckingham Strategic Wealth provided serves to $1.06 billion of participant-directed retirement plan assets. In the aggregate, the total number of assets under management or administration was $25.39 billion.