Lance O'Neill
B1B Financial Solutions · Nixa, Missouri
Lance O'Neill is a fee-only financial advisor at B1B Financial Solutions in Nixa, Missouri. B1B Financial Solutions reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | B1B Financial Solutions |
|---|---|
| Based in | Nixa, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $59.9M across 124 accounts |
| SEC registration | Investment adviser representative in MO · CRD 6011871 |
| Exams passed | Series 66 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Lance's firm compares
- B1B Financial Solutions's average account is about $483,000, from its Form ADV (assets managed divided by 124 accounts).
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Questions about Lance
Is Lance O'Neill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lance holds no broker registration, and B1B Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lance charge for financial advice?
Lance's firm, B1B Financial Solutions, reports charging a percentage of assets on its SEC Form ADV.
Where is Lance O'Neill based?
Lance O'Neill is based in Nixa, Missouri.
Is Lance O'Neill registered with the SEC?
Yes. Lance O'Neill is registered as an investment adviser representative in MO (CRD 6011871), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does B1B Financial Solutions manage?
B1B Financial Solutions reports $59.9M across 124 accounts in assets under management.
How do I contact Lance O'Neill?
Contact details aren't on file yet. Search for B1B Financial Solutions.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Missouri
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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