One:one Financial Services, LLC

One:one Financial Services, LLC (CRD# 119295) is a financial advisory firm headquartered in Cincinnati, OH. They manage $14,000,000 in 91 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $153,846
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

OH

Financial Advisors at One:one Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nancy J. Brown
CRD#: 4321252
7265 Kenwood Rd # 250, Cincinnati, OH 45236
96
Wealthminder
score

Nancy Brown (CRD# 4321252) is an Investment Advisor Representative working at One:one Financial Services, LLC in Cincinnati, OH and has over 15 years of experience in the finance industry. Nancy Brown 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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