StoryOne Family Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$226,635,817
Clients
132
Advisors
4
of 8 employees
About
StoryOne Family Office is an SEC-registered adviser that serves individuals (including high‑net‑worth clients), families, trusts and estates, corporations and other business entities, qualified retirement plans, and nonprofit organizations. The firm provides portfolio management and financial planning alongside expanded family office services such as wealth design, trust administration, lifestyle management, philanthropic planning, tax coordination, and insurance services.
The firm manages discretionary accounts using firm‑constructed model portfolios (ranging from aggressive to conservative) and custom portfolios built with third‑party research, and it employs a mix of long‑term and short‑term strategies informed by fundamental, technical, cyclical, and economic analysis. StoryOne may allocate client assets to unaffiliated independent managers, operates under a sub‑advisory arrangement for certain clients, and aggregates assets at the household level to pursue target asset allocations.
Distinctive features include an explicit family‑education focus—family coaching, mentoring and education, noted alongside seminars or workshops—which is an offering that is relatively uncommon among peers. The firm is recently established and manages roughly $259 million in discretionary assets; its disclosures also note sub‑advisory fee allocations and that some employees are licensed insurance agents, items the firm identifies as potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.35% $1,000,000 - $2,000,000: 1.10% $2,000,000 - $5,000,000: 0.85% $5,000,000 - $10,000,000: 0.70% $10,000,000 - $25,000,000: 0.50% $25,000,000 - $100,000,000: 0.30% $100,000,000+: 0.20%
Certain employees licensed as insurance agents earn commissions for selling insurance products; commissions are in addition to advisory fees.
Account minimum: $1,000,000 (negotiable) Fee-only: Fixed fees for Family Office services negotiated per client; charged quarterly in advance, prorated on termination; not more than $1,200 in advance for six months or more.
Main office
7501 College Blvd, Suite 120
Overland Park KS 66210
Advisors at this office
4
Most active in
Kansas · Missouri · Nebraska · Texas
Also doing business as
Storyone Family Office · Storyone 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:
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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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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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Madeline B
CFP®, Series 66
Overland Park, KS
StoryOne Family Office
Madeline Bayne is a CFP® and Series 66-licensed advisor at StoryOne Family Office with six years of experience in the financial services industry. Her prior roles include positions at Raymond James Financial Services Advisors and Keel Point. StoryOne Family Office serves high-net-worth individuals, families, trusts, and qualified retirement plans by providing portfolio management, financial planning, and a range of family office services tailored to multigenerational clients with complex needs. The firm employs both fundamental and technical analysis within strategic asset allocation and offers educational components such as family coaching and mentoring.
Cameron B
CFP®, Series 66
Overland Park, KS
StoryOne Family Office
Cameron Bond is a CFP® professional with eight years of industry experience, currently serving as an advisor at Storyone Family Office. His prior experience includes eight years at Keel Point Capital, LLC, and a decade working within the Kansas City Kansas Public School District. Storyone Family Office serves high-net-worth individuals, families, trusts, and qualified retirement plans by providing portfolio management, investment analysis, financial planning, and comprehensive family office services. The firm employs a mix of analytical methods and both long- and short-term strategies across a variety of asset types, emphasizing multigenerational wealth management and family education.
John C
CFP®, Series 63
Overland Park, KS
StoryOne Family Office
John Christensen is a CFP® professional with 14 years of industry experience. He is currently with Storyone Family Office, where he has worked since 2024. Prior to this, he spent 13 years at Blue Creek Securities, LLC and Blue Creek Investment Partners, LLC. Storyone Family Office serves high-net-worth individuals, families, trusts, and qualified retirement plans, offering portfolio management, financial planning, and a comprehensive suite of family office services tailored for multigenerational clients with complex needs. The firm employs a mix of analytical methods and both long- and short-term strategies within a strategic asset allocation framework, managing approximately $143.5 million for around 101 clients.
John R
CFP®
Overland Park, KS
StoryOne Family Office
John Ramshaw is a CFP® professional with experience at StoryOne Family Office since 2024. He previously worked at Keel Point LLC and the Family Investment Center, and has served in the Kansas Air National Guard since 2017. Outside of finance, he has experience in the hospitality industry with Taco Lucha/So Long Saloon and an academic background at Kansas State University. StoryOne Family Office serves individuals, families, trusts, estates, corporations, qualified retirement plans, and nonprofit organizations, offering portfolio management, financial planning, and expanded family office services including wealth design, trust administration, lifestyle management, philanthropic planning, tax coordination, and insurance services. The firm utilizes firm-constructed model portfolios and custom strategies informed by various analyses, with a distinctive focus on family coaching, mentoring, and education.
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