Onemoney (CRD# 155391) is a financial advisory firm headquartered in , . They manage $9,500,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$1,055,556
- 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 11 years of experience in the finance industry.