One Advisory Partners, LLC

One Advisory Partners, LLC (CRD# 161614) is a financial advisory firm headquartered in Overland Park, KS. They manage $209,000,000 in 447 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    447
    ACCOUNTS
  • Average Account Value
    $467,562
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 - 3 of 3 top financial advisors.
1
Melissa J. Ellis
CRD#: 5605893
10851 Mastin Boulevard, Suite 270, Overland Park, KS 66210
96
Wealthminder
score

Melissa Ellis (CRD# 5605893) is an Investment Advisor Representative working at One Advisory Partners, LLC in Overland Park, KS and has over 9 years of experience in the finance industry. Melissa Ellis 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
Daniel J. Miller
CRD#: 4503339
10851 Mastin Boulevard, Suite 270, Overland Park, KS 66210
96
Wealthminder
score

Daniel Miller (CRD# 4503339) is an Investment Advisor Representative working at One Advisory Partners, LLC in Overland Park, KS and has over 16 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.

3
Daniel A. Jack
CRD#: 3069480
10851 Mastin Boulevard, Suite 270, Overland Park, KS 66210
90
Wealthminder
score

Daniel Jack (CRD# 3069480) is an Investment Advisor Representative working at One Advisory Partners, LLC in Overland Park, KS and has over 4 years of experience in the finance industry.

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