Hedge Fund Database

ONE ADVISORY PARTNERS, LLC

Adviser information for ONE ADVISORY PARTNERS, LLC last updated from Form ADV on January 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Kansas, United States

Employees

Total Number of Employees 6
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 577 $203.1M
Non-Discretionary 0 $0
Total 577 $203.1M

Clients

Type Number RAUM
Individuals 183 $54.9M
HNW Individuals 71 $147.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $424,510
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-74388
SEC ERA File Number 801-74388
SEC CIK Numbers 1819695
SEC CRD Numbers 161614
Legal Entity Identifier None

Principal Office

5440 W 110TH ST.
OVERLAND PARK
KS
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 913-663-2376, Fax: 913-273-2746

Websites

oneadvisorypartners.com oneretirement.com facebook.com/oneadvisorypartners# www.linkedin.com/company/one-retirement-llc twitter.com/oneadvpartners

Chief Compliance Officer

RONALD SANDERS
CEO
5440 W 110TH ST
OVERLAND PARK
KS
United States
Tel: 913-663-2376
Fax: 913-273-2746
(Full email address available in API data)

Regulatory Contact

JON BOOZE
SENIOR PARTNER
5440 W 110TH ST.
OVERLAND PARK
KS
United States
Tel: 913-663-2376
Fax: 913-273-2746
(Full email address available in API data)

Industry Affiliates

SANDERS BOOZE CAPITAL ADVISORS, LLC Other investment adviser, including financial plannersPension consultant

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BOOZE, JONATHAN, LAWRENCE Individual JONATHAN L. BOOZE REVOCABLE LIVING TRUST TRUSTEE 12/2017 > 75%
SANDERS, RONALD, NELSON Individual – CEO/CCO 12/2011 < 5%
JONATHAN L. BOOZE REVOCABLE LIVING TRUST Domestic Entity – MEMBER 12/2017 < 5%
BOOZE, JONATHAN, LAWRENCE Individual – SENIOR PARTNER 01/2021 < 5%
RONALD N. SANDERS REVOCABLE LIVING TRUST Individual – MEMBER 03/2021 > 75%
SANDERS, RONALD, NELSON Individual RONALD N. SANDERS REVOCABLE LIVING TRUST TRUSTEE 03/2021 > 75%

No. Employees, Historic

10502020202120222023202420256 on 3/16/20206 on 6/29/20206 on 7/4/20206 on 7/9/20204 on 11/1/20204 on 11/5/20204 on 3/19/20214 on 7/7/20214 on 9/21/20214 on 9/21/20214 on 3/29/20226 on 2/20/20236 on 2/22/20236 on 1/18/2024

RAUM, Historic

400M200M0202020212022202320242025262000000 on 3/16/2020262000000 on 6/29/2020262000000 on 7/4/2020262000000 on 7/9/2020262000000 on 11/1/2020262000000 on 11/5/2020300000000 on 3/19/2021300000000 on 7/7/2021300000000 on 9/21/2021300000000 on 9/21/2021345690629 on 3/29/2022165825336 on 2/20/2023165825336 on 2/22/2023203101708 on 1/18/2024

No. Clients, Historic

3001500202020212022202320242025249 on 3/16/2020249 on 6/29/2020249 on 7/4/2020249 on 7/9/2020249 on 11/1/2020249 on 11/5/2020252 on 3/19/2021252 on 7/7/2021252 on 9/21/2021252 on 9/21/2021276 on 3/29/2022244 on 2/20/2023244 on 2/22/2023254 on 1/18/2024

Holdings

From latest 13F, filed August 7th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
BERKSHIRE HATHAWAY INC DEL CL B NEW 295K 725 –
BLACKROCK ETF TRUST US EQT FACTOR 14M 305K –
BLACKROCK ETF TRUST II FLEXIBLE INCOME 4M 69K –
COLUMBIA ETF TR II EM CORE EX ETF 5M 159K –
INVESCO QQQ TR UNIT SER 1 228K 476 –
ISHARES INC MSCI EMRG CHN 2M 26K –
ISHARES TR 10-20 YR TRS ETF 1M 12K –
ISHARES TR 20 YR TR BD ETF 5M 51K –
ISHARES TR CORE S&P500 ETF 47M 85K –
ISHARES TR CORE TOTAL USD 29M 647K –
ISHARES TR EAFE GRWTH ETF 13M 124K –
ISHARES TR EAFE VALUE ETF 4M 78K –
ISHARES TR ESG AWR MSCI USA 3M 25K –
ISHARES TR EUROPE ETF 399K 7K –
ISHARES TR GLOBAL ENERG ETF 290K 7K –
ISHARES TR HDG MSCI EAFE 3M 90K –
ISHARES TR INVESTMENT GRADE 445K 10K –
ISHARES TR JPMORGAN USD EMG 2M 19K –
ISHARES TR MBS ETF 384K 4K –
ISHARES TR MSCI ACWI ETF 446K 4K –
ISHARES TR MSCI INTL VLU FT 2M 75K –
ISHARES TR MSCI USA MIN VOL 680K 8K –
ISHARES TR MSCI USA MMENTM 275K 1K –
ISHARES TR MSCI USA QLT FCT 15M 86K –
ISHARES TR MSCI USA VALUE 267K 3K –
ISHARES TR NATIONAL MUN ETF 4M 38K –
ISHARES TR RUS 1000 ETF 716K 2K –
ISHARES TR S&P 100 ETF 3M 12K –
ISHARES TR S&P 500 GRWT ETF 18M 194K –
ISHARES TR S&P 500 VAL ETF 7M 37K –
ISHARES TR U.S. ENERGY ETF 260K 5K –
ISHARES TR U.S. TECH ETF 7M 49K –
ISHARES TR US INFRASTRUC 2M 37K –
ISHARES TR US TREAS BD ETF 470K 21K –
ISHARES U S ETF TR BLACKROCK SH DUR 564K 11K –
MICROSOFT CORP COM 236K 528 –
QUALCOMM INC COM 319K 2K –
SCHWAB STRATEGIC TR US AGGREGATE B 338K 7K –
SCHWAB STRATEGIC TR US TIPS ETF 2M 46K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 4M 94K –
SPDR S&P 500 ETF TR TR UNIT 903K 2K –
VANECK ETF TRUST INTRMDT MUNI ETF 356K 8K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 271K 4K –
VANGUARD MUN BD FDS TAX EXEMPT BD 8M 152K –
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 6M 143K –