John Christensen
StoryOne · Overland Park, Kansas
John Christensen is a fee-only financial advisor at StoryOne in Overland Park, Kansas, who holds the CFP credential. John focuses on tax planning, small business owners and family wealth transfer. StoryOne reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | StoryOne |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $259.4M across 729 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS · CRD 5524809 |
| Exams passed | Series 63 (2011) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | story-one.com |
| Profile |
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Questions about John
Is John Christensen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and StoryOne reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, StoryOne, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Christensen based?
John Christensen is based in Overland Park, Kansas.
What does John specialize in?
John's specialties include tax planning, small business owners and family wealth transfer. John works with ultra high net worth and multi-generational families.
What credentials does John Christensen hold?
John Christensen holds the CFP credential.
Is John Christensen registered with the SEC?
Yes. John Christensen is registered as an investment adviser representative in KS (CRD 5524809), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does StoryOne manage?
StoryOne reports $259.4M across 729 accounts in assets under management.
How do I contact John Christensen?
Through John's website, story-one.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- StoryOne website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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