One Advisory Partners, LLC

RIASEC Registered

Total AUM

$370M

Discretionary

$370M

100% of AUM

Avg account

$1.2M

Accounts

316

Employees

Advisory reps

Firm details

Headquarters: Overland Park, Kansas
CRD number: 161614
Registered since: March 22, 2012
Website: www.oneadvisorypartners.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI74.62%
Individuals25.09%
Charitable Organizations0.28%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

One Advisory Partners, LLC is an independent registered investment adviser serving individual and family clients with financial planning and portfolio management. The firm is registered with the SEC (registered in 2012) and describes itself as a capital allocator that also conducts educational seminars and selects third‑party advisers when appropriate. Its advisory services include portfolio management for individuals, small businesses and institutions, plus financial planning. Fee arrangements combine asset‑based fees and fixed fees. The firm reports a preference for equities and is not an active ESG investor. It also lists affiliations as an investment adviser and pension consultant, and its service mix includes selection of other advisers and educational programming for clients.