AO
CFP
AO
CFP

Amy Oneill

12 Years of Experience
Saint Peters, MO
Broker

Amy Oneill is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Peters, MO, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5700 Mexico Road, Suite 2, Saint Peters, MO, 63376

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Amy is the CEO and owner of One Financial Group since 2021, and Schneider Asset Management Group LLC since 2015, both support companies. She dedicates about half her time to each business, acting as branch manager and financial advisor.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2017 - Present · 9 yrs 3 mos
Raymond James Financial Services, INC.Broker
August 2015 - Present · 10 yrs 9 mos
Previous Registrations
State Farm Vp Management CORP.Broker
February 2014 - September 2015 · 1 yr 7 mos
State Registrations19 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
Amy Oneill - Financial Advisor | TrueAdvisor