CRD: 161614
ONE Advisory Partners, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-22-2012
- Office Locations
- 3
Office Locations
About ONE Advisory Partners, LLC
ONE Advisory Partners is a fee-only, fiduciary wealth management firm focused on helping successful, busy professionals and retirees transition from building wealth to living on it. The team provides comprehensive planning and investment guidance, translating complexity into actionable plans across retirement income, taxes, insurance, and legacy/estate coordination. Client assets are custodied with firms such as Schwab and Fidelity.
Team overview
Insights
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JONATHAN LAWRENCE BOOZE
SENIOR PARTNER, Vice President
- CRD
- #2254390
- Ownership
- Less than 5%
RONALD NELSON SANDERS
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2096347
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Michele Lee Gawthrop
Advisor
- CRD
- #7214784
DANIEL J MILLER
Partner
- CRD
- #4503339
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $369,523,347 | $1,169,378 |
| Non-Discretionary | $0 | -- |
| Total | $369,523,347 | $1,169,378 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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