Daniel Miller
Daniel Miller is a CFP-designated registered investment advisor at One Advisory Partners, LLC, based in Overland Park, KS, with 21 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 314 clients with $370M 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 | 1.50% |
Maximum fee of 1.50% may be negotiable. Minimum annual fee of $10,000 may be waived.
Fee Estimator
Location
5440 W 110th St., Overland Park, KS, 66211
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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
Daniel is an independent insurance agent. This activity is not investment-related.
Employment History
Current Registrations
One Advisory Partners, LLC
Previous Registrations
Origin Investment Advisory LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
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.