Advisor at One Wealth Map, LLC
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Firm
One Wealth Map, LLC
Location
Omaha, NE
Credentials
Series 63, Series 66
Industry experience
21 years
Andrew Kathol is a financial advisor with One Wealth Map, LLC in Omaha, Nebraska, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes long tenures at Ameritrade, Inc. and TD Waterhouse Investor Services, Inc., as well as roles at Sequent Planning, LLC and Advisor Share Wealth Management. Outside of advising, he is also licensed as an independent insurance agent. One Wealth Map, LLC is an SEC-registered advisory firm managing approximately $1.1 billion for nearly 300 clients, including individuals, family trusts, businesses, foundations, and charitable organizations. The firm emphasizes a planning-driven approach, employing coordinated financial plans, layered portfolios, and tax-aware overlays, while offering both discretionary and non-discretionary management across multiple offices.
Based on One Wealth Map, LLC
Based on One Wealth Map, LLC
Initial Financial Planning Fees: Basic $5,500; Advanced $9,500; Complex $12,500; $250 per additional model change after one free change per year.
1% to 2.5% per year depending upon level of service
Commissions may be earned by licensed personnel when implementing insurance products or other separate services; commissions vary and are separate from advisory fees.
Additional time beyond included hours billed at current hourly billing rate; hourly fees apply for certain services such as reviewing private investments.
Account minimum: $1,000,000
Omaha, NE
Indiana · Nebraska
Advisor Share Wealth Management
2024 - Present (2 years)
One Wealth Map, LLC
2024 - Present (2 years)
Sequent Planning, LLC
2022 - 2024 (2 years)
UnEmployed
2022 - 2022 (1 year)
Cambridge Investment Research, Inc.
2021 - 2022 (1 year)
Adaptation Financial Advisors Inc.
2021 - 2022 (1 year)
Unemployed
2021 - 2021 (1 year)
Td Waterhouse Investor Services, Inc.
2006 - 2021 (15 years)
TD ameritrade
2006 - 2021 (15 years)
Ameritrade, Inc.
2003 - 2021 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Omaha, NE
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CFP®, Series 65
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WealthMark
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