Onemoney (CRD# 155391) is a financial advisory firm headquartered in , . They manage $3,000,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$600,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Van Whiting (CRD# 5107875) is an Investment Advisor Representative working at Onemoney in La Jolla, CA and has over 10 years of experience in the finance industry.