Dan Miller, CFP® ONE Advisory Partners

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About Dan Miller, CFP®

With over 16 years of financial planning experience, Dan is dedicated to his clients’ retirement success. Whether helping individuals, families, or small-to-medium size institutions, he works to be an integral part of each client’s journey. He specializes in retirement investment management and holistic financial planning.

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Ideal Clients

  • Attorneys
  • Baby Boomers
  • Small Business

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Maximum AUM fee is .95% and is reduced based on total assets under management.

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