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 holds a Series 66 license with six years of industry experience. She is currently an advisor at StoryOne Family Office and has previously worked at Keel Point, Raymond James Financial Services Advisors, and Kooman & Associates. StoryOne Family Office serves high-net-worth individuals, families, trusts, estates, corporations, qualified retirement plans, and nonprofit organizations. The firm offers portfolio management, financial planning, and comprehensive family office services, including wealth design, trust administration, philanthropic planning, and lifestyle management.
Cameron B
CFP®, Series 66
Overland Park, KS
Storyone Family Office
Cameron Bond is a CFP® professional with nine years of industry experience, currently serving as an advisor at StoryOne Family Office. Prior to joining StoryOne in 2024, he worked for eight years at Keel Point Capital, LLC and spent ten years with the Kansas City Kansas Public School District. StoryOne Family Office is an SEC-registered adviser providing portfolio management, financial planning, and family office services to individuals, families, trusts, corporations, qualified retirement plans, and nonprofit organizations. The firm employs a range of investment strategies and places emphasis on family education through coaching, mentoring, and workshops.
John C
CFP®, Series 63
Overland Park, KS
Storyone Family Office
John Christensen is a CFP® with 15 years of industry experience. He currently serves as a financial advisor at 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 is an SEC-registered adviser serving individuals, families, trusts and estates, corporations, qualified retirement plans, and nonprofit organizations. The firm provides portfolio management and financial planning along with expanded family office services including wealth design, trust administration, philanthropic planning, and family education through coaching and workshops.
John R
CFP®
Overland Park, KS
Storyone Family Office
John Ramshaw is a CFP® affiliated with StoryOne Family Office, with experience beginning in 2022. His background includes roles at Keel Point LLC and Family Investment Center, as well as service in the Kansas Air National Guard. Outside of finance, he has professional experience in the hospitality industry. StoryOne Family Office serves individuals, families, trusts, corporations, qualified retirement plans, and nonprofits, offering portfolio management, financial planning, and expanded family office services such as wealth design, trust administration, and philanthropic planning. The firm employs a range of investment strategies and emphasizes family education through coaching and workshops.
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