Anthony
Van Ore
Onegroup Wealth Partners, Inc
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About this Advisor
Anthony Van Ore is a certified financial planner working in Orlando, Florida. Van Ore is currently employed by Onegroup Wealth Partners, Inc. Throughout their career, Van Ore has worked at Onegroup Wealth Partners, Inc, Financial Management Concepts, Visionquest Wealth Management, LLC, Pershing Advisor Solutions LLC, Ruggie Wealth Management, Destiny Wealth Partners, LLC and Cwm, LLC Dba Carson Wealth. Van Ore maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Onegroup Wealth Partners, Inc is a registered investment firm headquartered in Syracuse, NY. The investment advisory business has offices in five locations and a total of six advisors. It handles $37 million in assets under management across its 78 accounts, making it one of the smaller financial advisory firms in the United States by assets under management. Of its 78 client accounts, 32% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees largely depend on which services are offered. However, fees charged by Onegroup Wealth Partners, Inc likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Onegroup Wealth Partners, Inc Brokerage Details
$37,204,573
6
78
$476,982
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Anthony Van Ore Work History
Anthony has been registered as a financial advisor for 0 years.*
Onegroup Wealth Partners, Inc
Destiny Wealth Partners, LLC
Ruggie Wealth Management
Cwm, LLC Dba Carson Wealth
Visionquest Wealth Management, LLC
Pershing Advisor Solutions LLC
Financial Management Concepts
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Van Ore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Onegroup Wealth Partners, Inc
Bradenton, FL
Savage, MN
Bradenton, FL
Orlando, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.