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Employer Years Dates
One Advisory Partners, LLC 11 months, 2 weeks Jan 2018 - Present
Sapphire Wealth Planning LLC 2 years, 11 months Jan 2016 - Present
Stepp & Rothwell, Inc. 1 year, 2 months Sep 2014 - Nov 2015
Barber Financial Group 5 years, 11 months Oct 2008 - Sep 2014
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Melissa Jane Ellis?
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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Oct 2, 2018
  • license status
    Not registered
  • disclosures
  • as of date
    Oct 2, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


One Retirement, LLC

Last updated on June 30, 2017
    • $175.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 436
    • $401.4K
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
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