Julia Colantuono
One Financial Design · Hingham, Massachusetts
Julia Colantuono is a fee-only financial advisor at One Financial Design in Hingham, Massachusetts, who holds the CFP and APMA credentials. One Financial Design reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | One Financial Design |
|---|---|
| Based in | Hingham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.9M across 26 accounts |
| Credentials | CFP · APMA |
| SEC registration | Investment adviser representative in MA · CRD 6434149 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | onefinancialdesign.com |
| Profile |
How Julia's firm compares
- One Financial Design's average account is about $149,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Julia
Is Julia Colantuono a fee-only financial advisor?
Yes. Julia Colantuono is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Julia's firm.
How does Julia charge for financial advice?
Julia's firm, One Financial Design, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Julia Colantuono based?
Julia Colantuono is based in Hingham, Massachusetts.
What credentials does Julia Colantuono hold?
Julia Colantuono holds the CFP and APMA credentials.
Is Julia Colantuono registered with the SEC?
Yes. Julia Colantuono is registered as an investment adviser representative in MA (CRD 6434149), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does One Financial Design manage?
One Financial Design reports $3.9M across 26 accounts in assets under management.
How do I contact Julia Colantuono?
Through Julia's website, onefinancialdesign.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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