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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 19,007 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneDigital charges investment advisory fees based on a percentage of the value of your investments, typically billed quarterly in advance. The annual fee will not exceed 2.00%. Clients can combine accounts within their household to reach higher discount tiers. Fees may be deducted from your account or billed directly. Fees are prorated for new accounts or terminations. OneDigital may recommend third-party asset managers, whose fees are separate.
Location
11101 Switzer Rd., Suite 200, Overland Park, KS, 66210
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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.