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).
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Total Assets Under Management262MILLION
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Total Number of Accounts417ACCOUNTS
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Average Account Value$628,297
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
KS, MO, NE, TX
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.
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.