ONEGROUP WEALTH PARTNERS, INC.

5790 Widewaters Parkway
Syracuse, New York 13214
Tel: 561-472-2312

About ONEGROUP WEALTH PARTNERS, INC.

ONEGROUP WEALTH PARTNERS, INC, formally registered with the SEC as ONEGROUP WEALTH PARTNERS, INC. The firm was established in 03/22/2021. They have over 7 offices throughout the country.

ONEGROUP WEALTH PARTNERS, INC. is a Syracuse, New York based Financial Planning firm with nearly $92,850,216 assets under management, offering retirement planning & investment advisory services to 287 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306971
SEC#	801-120561
Assets Managed by Firm	$92,850,216
No. of Clients	287
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	287	$92,850,216
Individuals (other than high net worth individuals)	138	$38,655,703
High net worth individuals	20	$54,121,754
Corporations or other businesses	Fewer than 5 clients	$72,759

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