AdvisorCensus / Financial advisors / Missouri / Kansas City / One Advisory Partners, LLC
One Advisory Partners, LLC is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 4, 2026.
Quick answers
From the filingHow is One Advisory Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), One Advisory Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does One Advisory Partners, LLC charge?
Its Form ADV Part 2A brochure dated April 4, 2026 states: Flat fee: up to $50,000 a year (financial planning services provided in conjunction with advisory services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is One Advisory Partners, LLC located?
One Advisory Partners, LLC's principal office is in Overland Park, KS, according to its Form ADV.
Is One Advisory Partners, LLC registered with the SEC or a state?
One Advisory Partners, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161614.
How much does One Advisory Partners, LLC manage?
One Advisory Partners, LLC reports $369,523,347 in regulatory assets under management in its Form ADV filing dated April 4, 2026 (100% discretionary).
How have One Advisory Partners, LLC's assets and staff changed since 2021?
In the Form ADV data for One Advisory Partners, LLC: Regulatory assets under management: $300,000,000 in the October 2021 data and $369,523,347 in the October 2026 data, up 23%. Total employees: 4 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does One Advisory Partners, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (213); high net worth individuals (101).
Which custodians does One Advisory Partners, LLC use?
One Advisory Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.
Does One Advisory Partners, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161614
What changed in One Advisory Partners, LLC's recent Form ADV filings?
In the March 2026 filing data: Employees performing advisory functions went from 4 to 9. Regulatory assets under management went from $243,321,693 to $369,523,347 (+52%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AMinimum annual fee: $10,000
The brochure's wording
ONE charges a minimum annual fee of $10,000 but may waive the requirement at its discretion.
Flat fee: up to $50,000 a year (financial planning services provided in conjunction with advisory services)
The brochure's wording
For financial planning services provided in conjunction with advisory services, fees are billed at an annual fixed fee amount and generally do not exceed $50,000 per year
As stated in the firm's Form ADV Part 2A brochure dated April 4, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$369,523,347 as of October 2026, filing dated April 4, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2012 (14 years)
- Employees
- Total: 11. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
9 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $369,523,347 | 11 | April 4, 2026 |
| October 2025 | $243,321,693 | 8 | July 16, 2025 |
| October 2024 | $203,101,708 | 6 | January 18, 2024 |
| October 2023 | $165,825,336 | 6 | February 22, 2023 |
| October 2022 | $345,690,629 | 4 | March 29, 2022 |
| October 2021 | $300,000,000 | 4 | September 21, 2021 |
Regulatory assets under management: $300,000,000 in the October 2021 data and $369,523,347 in the October 2026 data, up 23%.
Total employees: 4 in October 2021 and 11 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Employees performing advisory functions went from 4 to 9.
- Regulatory assets under management went from $243,321,693 to $369,523,347 (+52%).
- December 2025
- Registered or notice-filed in OR.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. One Advisory Partners, LLC (CRD 161614): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/one-advisory-partners-llc-overland-park-ks-161614