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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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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.

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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