One Advisory Partners, LLC (Overland Park)

Name: One Advisory Partners, LLC
Address: 10851 Mastin Boulevard, Overland Park, KS, 66210
Telephone: 913-663-2376

One Advisory Partners, LLC is a large advisory firm based in Overland Park. It manages $212 million of regulatory assets for 221 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Kansas, Missouri, Nebraska, and Texas.

One Advisory Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

One Advisory Partners: assets under management

The assets under management (AUM) of One Advisory Partners, LLC is $212 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $212 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $959.28 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 51% of the total AUM. The second-largest asset type is investment and business development companies, which make up 49% of the firm’s portfolio. Investments in cash and cash equivalents form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay One Advisory Partners, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients One Advisory Partners serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of One Advisory Partners is pension and profit sharing plans with 7 clients and $109 million of assets under management. Among the 7 most similar advisory firms, One Advisory Partners has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $212 million for 220 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

One Advisory Partners doesn't advise any private funds.

Careers at One Advisory Partners, LLC

The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Nelson Sanders	Ceo/member/cco	1 Dec 2011	75% - 100%	2096347
Jonathan Lawrence Booze	Member	1 Dec 2011	Other	2254390
Jonathan L. Booze Revocable Living Trust	Member	1 Dec 2017	Other	xxx-xx-xxxx

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan Lawrence Booze	Trustee	1 Dec 2017	75% - 100%	2254390

Based in Overland Park

The principal office where One Advisory Partners, LLC performs its advisory services is located at 10851 Mastin Boulevard, Overland Park, KS 66210, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-663-2376 or by fax 913-660-0643. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at oneadvisorypartners.com.