Giuseppe Visconti
Onesource Wealth Management · Reno, Nevada
Giuseppe Visconti is a fee-only financial advisor at Onesource Wealth Management in Reno, Nevada. Onesource Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Onesource Wealth Management |
|---|---|
| Based in | Reno, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $149.8M across 546 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5514465 |
| Exams passed | Series 63 (2008) · Series 65 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.wisemoneyguys.com |
How Giuseppe's firm compares
- Onesource Wealth Management's average account is about $274,000, from its Form ADV (assets managed divided by 546 accounts).
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Questions about Giuseppe
Is Giuseppe Visconti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Giuseppe holds no broker registration, and Onesource Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Giuseppe charge for financial advice?
Giuseppe's firm, Onesource Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Giuseppe Visconti based?
Giuseppe Visconti is based in Reno, Nevada.
Is Giuseppe Visconti registered with the SEC?
Yes. Giuseppe Visconti is registered as an investment adviser representative in CA (CRD 5514465), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Onesource Wealth Management manage?
Onesource Wealth Management reports $149.8M across 546 accounts in assets under management.
How do I contact Giuseppe Visconti?
Through Giuseppe's website, www.wisemoneyguys.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Reno
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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