Onefirm Consulting, LLC

Onefirm Consulting, LLC (CRD# 291795) is a financial advisory firm headquartered in Winter Park, FL. They manage $8,136,183 in 54 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1155 Louisiana Avenue, Suite 100, Winter Park, FL 32789
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $150,670
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, SD

Financial Advisors at Onefirm Consulting, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Edward Soulsby, financial advisor Winter Park FL
Edward W. Soulsby
CRD#: 5287787
1155 Louisiana Avenue, Suite 100, Winter Park, FL 32789

Edward Soulsby (CRD# 5287787) is an Investment Advisor Representative working at Onefirm Consulting, LLC in Winter Park, FL and has over 16 years of experience in the finance industry.

2
Kenneth Wheeler, financial advisor Winter Park FL
Kenneth B. Wheeler
CRD#: 1249314
1155 Louisiana Avenue, Suite 100, Winter Park, FL 32789

Kenneth Wheeler (CRD# 1249314) is an Investment Advisor Representative working at Onefirm Consulting, LLC in Winter Park, FL and has over 18 years of experience in the finance industry.

3
Susan Schulman, financial advisor Winter Park FL
Susan H. Schulman
CRD#: 7227376
1155 Louisiana Avenue, Suite 100, Winter Park, FL 32789

Susan Schulman (CRD# 7227376) is an Investment Advisor Representative working at Onefirm Consulting, LLC in Winter Park, FL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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