Jonathan Booze
ONE Advisory Partners · Overland Park, Kansas
Jonathan Booze is a fee-only financial advisor at ONE Advisory Partners in Overland Park, Kansas, who holds the CFP credential. Jonathan charges an ongoing planning fee and a percentage of assets (ongoing planning from $10,000 a year and 0.35% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Executives
- Pre-retirees
- Retirees
- Founders
- High earners
Facts
| Firm | ONE Advisory Partners |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model | Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $10,000 a year · 0.35% a year on the first tier of assets managed · Typically works with clients with $2,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $369.5M across 316 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, TX · CRD 2254390 |
| Exams passed | Series 63 (1996) · Series 65 (2003) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | oneadvisorypartners.com |
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Questions about Jonathan
Is Jonathan Booze a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and ONE Advisory Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan charges an ongoing planning fee and a percentage of assets.
How much does Jonathan charge?
According to ONE Advisory Partners's website, checked October 30, 2026: ongoing planning from $10,000 a year; 0.35% a year on the first tier of assets managed; typically works with clients with $2,000,000 or more.
Where is Jonathan Booze based?
Jonathan Booze is based in Overland Park, Kansas.
What does Jonathan specialize in?
Jonathan's specialties include retirement planning, estate & legacy planning, tax planning and founders (pre-exit). Jonathan works with executives, pre-retirees, retirees, founders and high earners.
What credentials does Jonathan Booze hold?
Jonathan Booze holds the CFP credential.
Is Jonathan Booze registered with the SEC?
Yes. Jonathan Booze is registered as an investment adviser representative in KS and TX (CRD 2254390), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ONE Advisory Partners manage?
ONE Advisory Partners reports $369.5M across 316 accounts in assets under management.
How do I contact Jonathan Booze?
Through Jonathan's website, oneadvisorypartners.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
- ONE Advisory Partners 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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