One Advisory Partners, LLC fees and pricing
Financial planner in Overland Park, Kansas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 4, 2026, One Advisory Partners, LLC charges an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $10,000/yr
“ONE charges a minimum annual fee of $10,000 but may waive the requirement at its discretion.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How One Advisory Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “When billed in arrears, the fee will be due at the end of each billing quarter unless terminated prior to the end of a quarter.”
- “When billed in advance, the fee will be due at the beginning of each billing quarter unless started after the beginning of a quarter.”
- “If services start or end during a calendar quarter, fees will be prorated.”
How One Advisory Partners, LLC’s fees compare
- Its annual fee of $10,000 is above the Kansas median of $5,050. 81% of the 21 other Kansas planners that publish an annual fee charge less.
- 9 of the 10 other planners in Overland Park that publish an annual fee charge less.
About One Advisory Partners, LLC
“Additionally, when we provide investment advice related to a retirement plan a”
- Firm size: 11 employees.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2011 (15 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 314
- Employees
- 11
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
- Assets managed
- $369,523,347
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 161614
- Phone
- (913) 663-2376
Can advise clients in 9 states: California, Colorado, Florida, Kansas, Missouri, North Carolina, Nebraska, Oregon, Texas
Other planners in Overland Park that publish fees
- Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
- Artisan Financial PlanningOverland Park$250/hr, $2,500-$10,000
- Aspen Wealth Management, Inc.Overland Park$125/hr
- Aspyre Wealth PartnersOverland Park$150-$500/hr
- Balanced Financial Planning, Inc.Overland Park$270/hr
- Coplanning Financial LLCOverland Park$6,900, $12,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.