Joshua Jenson
One Life Financial Group · White Bear Lake, Minnesota
Joshua Jenson is a fee-only financial advisor at One Life Financial Group in White Bear Lake, Minnesota, who holds the CFP credential. Joshua focuses on tax planning. One Life Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- High earners
Facts
| Firm | One Life Financial Group |
|---|---|
| Based in | White Bear Lake, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $118.0M across 588 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 6930220 |
| Exams passed | Series 65 (2018) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.onelifefg.com |
| Profile |
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Questions about Joshua
Is Joshua Jenson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and One Life Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, One Life Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Jenson based?
Joshua Jenson is based in White Bear Lake, Minnesota.
What does Joshua specialize in?
Joshua's specialties include tax planning. Joshua works with executives and high earners.
What credentials does Joshua Jenson hold?
Joshua Jenson holds the CFP credential.
Is Joshua Jenson registered with the SEC?
Yes. Joshua Jenson is registered as an investment adviser representative in MN and TX (CRD 6930220), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does One Life Financial Group manage?
One Life Financial Group reports $118.0M across 588 accounts in assets under management.
How do I contact Joshua Jenson?
Through Joshua's website, www.onelifefg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- One Life Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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