ONE Advisory Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ONE Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities with a combination of financial planning and discretionary investment management. Its private client services include written financial plans, ongoing portfolio monitoring and trade implementation, and a Virtual Family Office that coordinates financial planners, investment managers, tax professionals, and attorneys.
The firm constructs globally diversified portfolios consistent with modern portfolio theory and employs both fundamental and technical analysis, accepting discretionary authority on client accounts. ONE implements strategies primarily through recommended custodial platforms (notably Charles Schwab and Fidelity), may use sub‑advisors or outside platform providers for implementation, and applies ERISA/IRC fiduciary standards when advising retirement-plan or IRA accounts.
ONE maintains an affiliation with Sanders Booze Capital Advisors, an affiliated SEC‑registered adviser that continues to provide investment advisory services to the firm, an adviser-to-adviser relationship that is uncommon among comparable teams. The brochure also notes access to custodian‑sponsored educational conferences and events and the firm’s Virtual Family Office offering that integrates outside tax and legal providers, distinguishing its client service model from many peers.
Client services
Expertise
Fee options
Fixed fees for financial planning services quoted in advance; Virtual Family Office fees start at $10,000 annual fee plus 0.35% annually on assets managed directly
Hourly basis for financial planning services (amount not specifically stated)
Account minimum: $2,000,000 Minimum fee: $10,000 annual minimum fee, may be waived at discretion Fee-only: Financial planning fees quoted in advance, charged hourly or fixed amount; fees negotiable and vary based on complexity; financial planning fees generally do not exceed $50,000 per year when combined with advisory services
Main office
See office5440 W 110th St.
Overland Park KS 66211
Advisors at this office
4
Offices (4)
Most active in
California · Colorado · Florida · Kansas · Missouri · Nebraska · North Carolina · Oregon · Texas
Also doing business as
One Advisory Partners, LLC · One Retirement Advisors · One Retirement, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
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