{
  "crd_number": 161614,
  "slug": "one-advisory-partners-llc-overland-park-ks-161614",
  "primary_business_name": "ONE ADVISORY PARTNERS, LLC",
  "legal_name": "ONE ADVISORY PARTNERS, LLC",
  "dbas": [],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-22",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-04-04",
  "carried_forward": false,
  "raum_total": 369523347.0,
  "raum_discretionary": 369523347.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 11,
  "advisory_employees": 9,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 1045348.0,
      "count": 0,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 92726487.0,
      "count": 213
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 275751512.0,
      "count": 101
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "KS",
    "MO",
    "NC",
    "NE",
    "OR",
    "TX"
  ],
  "websites": [
    "https://facebook.com/ONEADVISORYPARTNERS",
    "https://linkedin.com/COMPANY/ONE-RETIREMENT-LLC",
    "https://oneadvisorypartners.com",
    "https://oneretirement.com",
    "https://twitter.com/ONEADVPARTNERS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161614",
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/one-advisory-partners-llc-overland-park-ks-161614",
  "display_name": "One Advisory Partners, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. One Advisory Partners, LLC (CRD 161614): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is One Advisory Partners, LLC compensated?",
      "a": "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)."
    },
    {
      "q": "How much does One Advisory Partners, LLC charge?",
      "a": "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…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is One Advisory Partners, LLC located?",
      "a": "One Advisory Partners, LLC's principal office is in Overland Park, KS, according to its Form ADV."
    },
    {
      "q": "Is One Advisory Partners, LLC registered with the SEC or a state?",
      "a": "One Advisory Partners, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161614."
    },
    {
      "q": "How much does One Advisory Partners, LLC manage?",
      "a": "One Advisory Partners, LLC reports $369,523,347 in regulatory assets under management in its Form ADV filing dated April 4, 2026 (100% discretionary)."
    },
    {
      "q": "How have One Advisory Partners, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does One Advisory Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (213); high net worth individuals (101)."
    },
    {
      "q": "Which custodians does One Advisory Partners, LLC use?",
      "a": "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."
    },
    {
      "q": "Does One Advisory Partners, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in One Advisory Partners, LLC's recent Form ADV filings?",
      "a": "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%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 300000000.0,
      "total_employees": 4,
      "filing_date": "2021-09-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 345690629.0,
      "total_employees": 4,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 165825336.0,
      "total_employees": 6,
      "filing_date": "2023-02-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 203101708.0,
      "total_employees": 6,
      "filing_date": "2024-01-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 243321693.0,
      "total_employees": 8,
      "filing_date": "2025-07-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 369523347.0,
      "total_employees": 11,
      "filing_date": "2026-04-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 9.",
        "Regulatory assets under management went from $243,321,693 to $369,523,347 (+52%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in OR."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 4, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$10,000",
    "planning_fees": [
      "Flat fee: up to $50,000 a year (financial planning services provided in conjunction with…)"
    ],
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $10,000"
        ],
        "quotes": [
          "ONE charges a minimum annual fee of $10,000 but may waive the requirement at its discretion."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $50,000 a year (financial planning services provided in conjunction with…)"
        ],
        "quotes": [
          "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"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 10000.0,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 50000.0,
          "period": "annual",
          "service": "financial planning services provided in conjunction with advisory services"
        }
      ]
    },
    "quotes": [
      "ONE charges a minimum annual fee of $10,000 but may waive the requirement at its discretion.",
      "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"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/one-advisory-partners-llc-overland-park-ks-161614.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 213,
      "fewer_than_5": false,
      "raum": 92726487.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 101,
      "fewer_than_5": false,
      "raum": 275751512.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": true,
      "raum": 1045348.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161614",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}