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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.
Tanner’s area of specialization is helping people build and maintain wealth and about 80% of his clientele are either Doctors or Lawyers.

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 where Tanner serves as a Deacon.

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.
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When you work with One Wealth Planning you are supported by resources from Focus Partners Advisor Solutions & Charles Schwab

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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:
  • Open architecture portfolio construction
  • Evidence-Driven Investment Models
  • Flexible Portfolio Management
  • Asset Location
  • Tax Management
  • Evidence-Driven Alternative Asset Classes
  • Rebalancing

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

Advanced Planning Team

The Advanced Planning team consists of specialists for complex situations in the areas of:
  • Retirement Planning
  • Income Tax Planning
  • Estate Planning
  • Risk Management
  • Health Considerations
  • Education Planning
  • Business Owner Planning
  • Charitable Planning

Business & Retirement Services

The business and retirement services team focus on the following areas:
  • Retirement Plan Services for Businesses
  • Small Business Valuation & Value Enhancement
  • High Yield Cash Management Solution for Businesses
  • Lending Partners
  • $43 Billion: Investments under advisement*
  • 1000+ Network of Advisors*

 *As of September 30, 2024, Focus Partners Advisor Solutions had $14.28 billion of discretionary regulatory assets under management and $15.06 billion of non-discretionary regulatory assets under management. In addition, Focus provides administrative, back-office and retirement plan services to $13.89 billion of assets managed or advised by the independent firms that hire Focus  for its services. In the aggregate, the total number of assets under management or administration was $43.23 billion.

We focus on One thing: helping you achieve your life goals by building wealth
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