Firm
ONE Advisory Partners
Overland Park, Kansas
Fee-only
Facts
| Based in | Overland Park, Kansas |
|---|---|
| Website | oneadvisorypartners.com |
| Phone | (913) 663-2376 |
ONE Advisory Partners fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| Asset-based fee | 0.35% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"Annual Membership Fee: Starting at $10,000" source
"we charge 0.35% annually of the assets we directly manage for you" source
"Many virtual family offices work with families who have over $2 million in investable assets." source
"Annual Membership Fee: Starting at $10,000" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $370 million |
| Individual clients | 213 |
| Financial planning | Offered |
| Form ADV filed | April 4, 2026 |
| SEC record | CRD 161614 |