Bradford Harris is a ChFC-designated registered investment advisor at Onedigital, based in Overland Park, KS, with 44 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 18,203 clients with $160B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are based on a percentage of assets under management, billed quarterly in advance, and will not exceed 2.00% annually.
Fee Estimator
Location
11101 Switzer Rd., Suite 200, Overland Park, KS, 66210
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bradford is a partner at Vertical Financial Group, LLC, used for marketing, since 2016. He is also the sole owner/member of Harris Financial Services, LLC since 2012, dedicating full-time hours to wealth management and financial planning, and a senior vice president at One Digital Health and Benefits, also dedicating full-time hours to wealth management and financial planning. Bradford is also a licensed insurance agent with First Heartland Corporation since 1986.
Employment History
Current Registrations
Onedigital
Previous Registrations
Triad Advisors LLCBroker
Resources Investment Advisors
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Protective Equity Services, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
Sentra Securities CorporationBroker
John Hancock Distributors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Jaggar Deeds, CFPOnedigital
- Cameron Klaus, CFAOnedigital
- David Robinson, CFPOnedigital
- John Nemmers, CFPOnedigital
- Michael Diederich, CFPUmb Private Wealth Management, LLC
- Christopher Ratigan, CFPTwo West Capital Advisors LLC