One Advisory Partners, LLC
One Advisory Partners, LLC (CRD# 161614) is a financial advisory firm headquartered in Overland Park, KS. They manage $345,690,629 in 543 accounts and serve the financial needs of clients across 5 states (or territories).
-
Total Assets Under Management346MILLION
-
Total Number of Accounts543ACCOUNTS
-
Average Account Value$636,631
- 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
FL, 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 20 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 Gawthrop (CRD# 7214784) is an Investment Advisor Representative working at One Advisory Partners, LLC in Overland Park, KS and has over 2 years of experience in the finance industry. Michele Gawthrop 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.