# 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.

- CRD: 161614
- Filed as: ONE ADVISORY PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: April 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161614
- AdvisorCensus page: https://advisorcensus.com/firm/one-advisory-partners-llc-overland-park-ks-161614

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 4, 2026)

- Minimum annual fee: $10,000

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $369,523,347
- Discretionary: $369,523,347
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 213 | $92,726,487 |
| High net worth individuals | 101 | $275,751,512 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $1,045,348 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 11 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, KS, MO, NC, NE, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oneadvisorypartners.com
- oneretirement.com
- Facebook @ONEADVISORYPARTNERS
- LinkedIn @ONE-RETIREMENT-LLC
- X @ONEADVPARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $300,000,000 | 4 | September 21, 2021 |
| October 2022 | $345,690,629 | 4 | March 29, 2022 |
| October 2023 | $165,825,336 | 6 | February 22, 2023 |
| October 2024 | $203,101,708 | 6 | January 18, 2024 |
| October 2025 | $243,321,693 | 8 | July 16, 2025 |
| October 2026 | $369,523,347 | 11 | April 4, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. One Advisory Partners, LLC (CRD 161614): Form ADV filing data as of October 2026.