One Advisory Partners, LLC

One Advisory Partners, LLC (CRD# 161614) is a financial advisory firm headquartered in Overland Park, KS. They manage $262,000,000 in 417 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    262
    MILLION
  • Total Number of Accounts
    417
    ACCOUNTS
  • Average Account Value
    $628,297
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO, NE, TX

Financial Advisors at One Advisory Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Daniel J. Miller
CRD#: 4503339
5440 W 110th St., Overland Park, KS 66211

Daniel Miller (CRD# 4503339) is an Investment Advisor Representative working at One Advisory Partners, LLC in Overland Park, KS and has over 18 years of experience in the finance industry. Daniel Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michele L. Diesel
CRD#: 7214784
5440 W 110th St., Overland Park, KS 66211

Michele Diesel (CRD# 7214784) is an Investment Advisor Representative working at One Advisory Partners, LLC in Overland Park, KS and has 1 year of experience in the finance industry. Michele Diesel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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