Andrea Oliver is a CFP-designated registered investment advisor at One Wild Life Advisors LLC, based in Chicago, IL, with 8 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
This fee schedule applies only to certain legacy clients. All other clients receive bundled ongoing financial planning and investment management services for a fixed annual fee.
Fee Estimator
Contact
Andrea Oliver
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrea is a Partner at Codehabit, LLC, where she handles bookkeeping, billing, and administrative tasks, taking about 10-20% of her time. She also serves as the Owner, CCO, and an Investment Advisor Representative of North Park Financial Planning, LLC, dedicating nearly full-time hours to investment advisory and financial planning.
Employment History
Current Registrations
One Wild Life Advisors LLC
Previous Registrations
North Park Financial Planning
State Registrations3 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
Additional Information
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