Alyssa Miller is a registered investment advisor at Oneseven, based in Dayton, OH, with 7 years of industry experience. Alyssa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 16,335 clients with $7.7B 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% |
Annual investment advisory fees range from 0.05% to 2.00% based on the size and complexity of the relationship. Fees are negotiable.
Fee Estimator
Location
6500 Centerville Business Parkway, Dayton, OH, 45459
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
Alyssa is a financial advisor at MGO One Seven DBA Feldmeyer Financial Group, providing financial advice and investment management, including fixed insurance and annuity sales. She also provides consulting services for individuals going through divorce, is a board member for Dayton Children's Hospital, and a national board member for the Institute of Divorce Financial Analysis.
Employment History
Current Registrations
Oneseven
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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
- Derek Miller, CFPOneseven
- Ben Feldmeyer, CFPOneseven
- Tracy Travis, CFPWaverly Advisors, LLC
- Jeff Groezinger, PFSWaverly Advisors, LLC
- Janet Steinke, CFPWaverly Advisors, LLC
- Brent Dube, CFPEmpower Advisory Group, LLC