ADVISOR ONE, LLC

ADVISOR ONE, LLC of SPRINGFIELD, MO is an SEC-registered investment adviser (CRD 169498). Regulatory assets under management: $4.6M.

Registration

• CRD: 169498
• Type: Registered investment adviser
• Location: 600 W. REPUBLIC RD., SPRINGFIELD, MO, 65807
• Phone: 417-881-2080
• Latest filing: 2026-06-30
• Regulatory AUM: $4.6M
• Discretionary AUM: $4.6M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169498 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search