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Home > Retirement Planners > kansas > overland park > ONE ADVISORY PARTNERS, LLC
ONE ADVISORY PARTNERS, LLC
5440 W 110th St.
Overland Park, Kansas 66211
Tel: 913-663-2376
About ONE ADVISORY PARTNERS, LLC
ONE ADVISORY PARTNERS, LLC, formally registered with the SEC as ONE ADVISORY PARTNERS, LLC. The firm was established in 03/22/2012. They have over 1 offices throughout the country.
ONE ADVISORY PARTNERS, LLC is a Overland Park, Kansas based Financial Planning firm with nearly $243,321,693 assets under management, offering retirement planning & investment advisory services to 243 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 161614 |
| SEC# | 801-74388 |
| Assets Managed by Firm | $243,321,693 |
| No. of Clients | 243 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 243 | $243,321,693 |
| Individuals (other than high net worth individuals) | 166 | $63,104,966 |
| High net worth individuals | 75 | $179,254,956 |
| Charitable organizations | Fewer than 5 clients | $961,771 |
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